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 | $196,639 | $111,535+76.3% | $105,223+86.9% | $137,256+43.3% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 14.15% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $226 | $3,939-94.3% | $3,689-93.9% | $4,156-94.6% |
| Participant deferral / active EE | $3,255 | $5,500-40.8% | $5,072-35.8% | $6,407-49.2% |
| Admin fee / account holder | $38,915 | $9,721+300.3% | $8,859+339.3% | $12,270+217.1% |