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 | $197,704 | $81,331+143.1% | $155,534+27.1% | $80,935+144.3% |
| Participation rate | 65.0% | 66.3%-1.3pp | 78.2%-13.2pp | 67.7%-2.7pp |
| Annual return | 13.33% | 33.37%-20.0pp | 64.92%-51.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,822 | $3,454+213.3% | $5,630+92.2% | $4,299+151.7% |
| Admin fee / account holder | $19,042 | $7,999+138.1% | $15,900+19.8% | $6,924+175.0% |