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 | $171,802 | $80,332+113.9% | $107,187+60.3% | $64,097+168.0% |
| Participation rate | 33.6% | 54.4%-20.8pp | 75.0%-41.4pp | 55.2%-21.6pp |
| Annual return | 15.31% | 24.26%-8.9pp | 204.55%-189.2pp | 34.64%-19.3pp |
| Employer contribution / active EE | $460 | $2,501-81.6% | $3,782-87.8% | $1,891-75.7% |
| Participant deferral / active EE | $2,190 | $3,109-29.6% | $5,096-57.0% | $3,080-28.9% |
| Admin fee / account holder | $6,997 | $4,314+62.2% | $9,162-23.6% | $3,454+102.5% |