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 | $219,032 | $81,233+169.6% | $155,567+40.8% | $80,874+170.8% |
| Participation rate | 62.0% | 66.2%-4.2pp | 78.2%-16.2pp | 67.6%-5.6pp |
| Annual return | 10.91% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,988 | $3,452-13.4% | $5,628-46.9% | $4,297-30.5% |
| Admin fee / account holder | $17,174 | $7,998+114.7% | $15,916+7.9% | $6,935+147.6% |