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 | $237,025 | $64,359+268.3% | $90,161+162.9% | $70,126+238.0% |
| Participation rate | 69.0% | 70.4%-1.4pp | 76.9%-7.8pp | 69.5%-0.5pp |
| Annual return | 22.91% | 28.13%-5.2pp | 34.89%-12.0pp | 73.15%-50.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,764 | $4,389+76.9% | $5,287+46.8% | $3,332+133.0% |
| Admin fee / account holder | $12,310 | $3,945+212.0% | $5,943+107.1% | $4,645+165.0% |