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 | $109,118 | $81,504+33.9% | $102,437+6.5% | $80,959+34.8% |
| Participation rate | 57.5% | 66.9%-9.4pp | 74.5%-17.0pp | 67.7%-10.2pp |
| Annual return | 16.45% | 25.60%-9.1pp | 24.95%-8.5pp | 35.67%-19.2pp |
| Employer contribution / active EE | $677 | $3,104-78.2% | $3,871-82.5% | $2,757-75.4% |
| Participant deferral / active EE | $4,516 | $3,871+16.7% | $5,060-10.8% | $4,300+5.0% |
| Admin fee / account holder | $8,955 | $6,719+33.3% | $8,388+6.8% | $6,925+29.3% |