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 | $212,667 | $139,421+52.5% | $239,577-11.2% | $116,462+82.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.1%-32.1pp | 74.7%-24.7pp |
| Annual return | 13.71% | 15.58%-1.9pp | -0.70%+14.4pp | 15.65%-1.9pp |
| Employer contribution / active EE | $968 | $4,487-78.4% | $7,232-86.6% | $3,231-70.0% |
| Participant deferral / active EE | $3,723 | $4,296-13.3% | $5,676-34.4% | $3,836-3.0% |
| Admin fee / account holder | $39,945 | $21,515+85.7% | $19,315+106.8% | $12,754+213.2% |