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 | $155,036 | $81,487+90.3% | $102,412+51.4% | $80,935+91.6% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 17.81% | 25.60%-7.8pp | 24.94%-7.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $369 | $3,103-88.1% | $3,870-90.5% | $2,757-86.6% |
| Participant deferral / active EE | $2,426 | $3,871-37.3% | $5,060-52.1% | $4,299-43.6% |
| Admin fee / account holder | $5,068 | $6,717-24.6% | $8,388-39.6% | $6,924-26.8% |