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 | $207,188 | $167,415+23.8% | $140,514+47.5% | $198,609+4.3% |
| Participation rate | 54.2% | 80.9%-26.7pp | 77.8%-23.6pp | 82.4%-28.2pp |
| Annual return | 16.27% | 13.85%+2.4pp | 14.36%+1.9pp | 202.70%-186.4pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,049 | $5,579-9.5% | $4,919+2.7% | $6,977-27.6% |
| Admin fee / account holder | $3,645 | $16,730-78.2% | $13,697-73.4% | $19,030-80.8% |