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 | $230,613 | $132,099+74.6% | $115,599+99.5% | $138,895+66.0% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.3%-29.8pp | 79.9%-35.5pp |
| Annual return | 14.55% | 176.76%-162.2pp | 111.10%-96.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,800 | $5,617-67.9% | $4,889-63.2% | $6,396-71.9% |
| Admin fee / account holder | $2,417 | $15,650-84.6% | $12,841-81.2% | $12,562-80.8% |