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 | $192,822 | $117,895+63.6% | $102,460+88.2% | $145,897+32.2% |
| Participation rate | 16.7% | 78.6%-62.0pp | 76.5%-59.8pp | 80.3%-63.6pp |
| Annual return | 15.75% | 31.92%-16.2pp | 29.47%-13.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,000 | $5,736-65.1% | $5,056-60.4% | $6,689-70.1% |
| Admin fee / account holder | $6,120 | $13,353-54.2% | $9,460-35.3% | $13,390-54.3% |