Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $204,245 | $59,804+241.5% | $81,982+149.1% | $79,856+155.8% |
| Participation rate | 26.7% | 61.6%-35.0pp | 69.3%-42.6pp | 69.6%-43.0pp |
| Annual return | 13.84% | 17.56%-3.7pp | 41.31%-27.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,558 | $2,695-42.2% | $3,722-58.1% | $3,741-58.4% |
| Admin fee / account holder | $19,732 | $4,288+360.1% | $5,665+248.3% | $5,306+271.8% |