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 | $194,218 | $201,344-3.5% | $184,243+5.4% | $145,877+33.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 13.24% | 29.01%-15.8pp | 28.82%-15.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,407 | $7,022-80.0% | $6,427-78.1% | $4,663-69.8% |
| Participant deferral / active EE | $4,501 | $9,807-54.1% | $9,132-50.7% | $6,691-32.7% |
| Admin fee / account holder | $87,425 | $16,382+433.7% | $13,914+528.3% | $13,402+552.3% |