Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $152,956 | $86,949+75.9% | $102,460+49.3% | $80,959+88.9% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.7%-8.3pp |
| Annual return | 14.99% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $432 | $2,370-81.8% | $3,025-85.7% | $2,757-84.3% |
| Participant deferral / active EE | $2,466 | $4,121-40.2% | $5,056-51.2% | $4,300-42.6% |
| Admin fee / account holder | $13,152 | $8,048+63.4% | $9,460+39.0% | $6,925+89.9% |