Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $205,873 | $167,353+23.0% | $143,797+43.2% | $134,545+53.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -13.96% | 0.48%-14.4pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $817 | $5,620-85.5% | $4,952-83.5% | $4,742-82.8% |
| Participant deferral / active EE | $10,575 | $6,447+64.0% | $5,638+87.6% | $6,401+65.2% |
| Admin fee / account holder | $2,066 | $18,096-88.6% | $14,679-85.9% | $11,431-81.9% |