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 | $187,848 | $72,071+160.6% | $68,368+174.8% | $137,256+36.9% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.0%-58.5pp |
| Annual return | 13.87% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $180 | $2,788-93.5% | $2,649-93.2% | $4,156-95.7% |
| Participant deferral / active EE | $1,538 | $4,410-65.1% | $4,123-62.7% | $6,407-76.0% |
| Admin fee / account holder | $23,443 | $5,336+339.4% | $5,150+355.2% | $12,270+91.1% |