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 | $197,067 | $52,353+276.4% | $120,225+63.9% | $82,448+139.0% |
| Participation rate | 25.3% | 58.3%-33.0pp | 69.6%-44.3pp | 68.1%-42.8pp |
| Annual return | 16.73% | 61.85%-45.1pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,534 | $2,627-3.5% | $3,999-36.6% | $4,139-38.8% |
| Admin fee / account holder | $8,724 | $4,363+100.0% | $5,696+53.1% | $7,234+20.6% |