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 | $136,860+51.4% | $120,344+72.2% | $154,746+33.9% |
| Participation rate | 54.2% | 79.9%-25.7pp | 76.7%-22.5pp | 80.7%-26.5pp |
| Annual return | 16.27% | 21.38%-5.1pp | 20.30%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,049 | $5,793-12.8% | $5,135-1.7% | $6,730-25.0% |
| Admin fee / account holder | $3,645 | $15,393-76.3% | $12,742-71.4% | $14,365-74.6% |