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 | $243,987 | $86,919+180.7% | $102,457+138.1% | $80,911+201.6% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.1pp |
| Annual return | 20.55% | 18.90%+1.7pp | 29.41%-8.9pp | 35.63%-15.1pp |
| Employer contribution / active EE | $103 | $2,368-95.7% | $3,022-96.6% | $2,756-96.3% |
| Participant deferral / active EE | $3,689 | $4,119-10.4% | $5,054-27.0% | $4,297-14.1% |
| Admin fee / account holder | $47,974 | $8,049+496.0% | $9,451+407.6% | $6,935+591.8% |