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 | $227,245 | $116,203+95.6% | $93,621+142.7% | $152,909+48.6% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.8%-30.4pp | 82.5%-37.0pp |
| Annual return | 13.55% | 35.96%-22.4pp | 32.76%-19.2pp | 345.46%-331.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,465 | $4,605-24.7% | $4,070-14.8% | $5,851-40.8% |
| Admin fee / account holder | $23,366 | $10,751+117.3% | $7,890+196.1% | $11,601+101.4% |