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 | $245,712 | $76,834+219.8% | $108,359+126.8% | $87,485+180.9% |
| Participation rate | 36.7% | 61.7%-25.0pp | 70.1%-33.4pp | 68.9%-32.2pp |
| Annual return | 15.36% | 19.09%-3.7pp | 36.89%-21.5pp | 26.06%-10.7pp |
| Employer contribution / active EE | $7 | $1,556-99.6% | $2,399-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $3,291 | $3,100+6.2% | $4,137-20.4% | $4,274-23.0% |
| Admin fee / account holder | $3,244 | $6,537-50.4% | $9,741-66.7% | $7,775-58.3% |