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 | $204,108 | $106,524+91.6% | $152,301+34.0% | $87,485+133.3% |
| Participation rate | 48.3% | 75.8%-27.4pp | 82.4%-34.1pp | 68.9%-20.6pp |
| Annual return | 15.29% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,675 | $6,525+33.0% | $8,004+8.4% | $4,274+103.0% |
| Admin fee / account holder | $30,041 | $8,287+262.5% | $14,398+108.6% | $7,775+286.4% |