Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,515 | $102,422+129.9% | $147,117+60.1% | $80,959+190.9% |
| Participation rate | 41.9% | 75.9%-33.9pp | 82.2%-40.2pp | 67.7%-25.7pp |
| Annual return | 13.22% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $787 | $3,717-78.8% | $4,932-84.1% | $2,757-71.5% |
| Participant deferral / active EE | $3,997 | $6,652-39.9% | $8,065-50.4% | $4,300-7.0% |
| Admin fee / account holder | $2,294 | $7,953-71.2% | $12,993-82.3% | $6,925-66.9% |