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 | $153,698 | $95,453+61.0% | $112,040+37.2% | $82,448+86.4% |
| Participation rate | 36.7% | 72.8%-36.1pp | 76.5%-39.8pp | 68.1%-31.4pp |
| Annual return | 13.65% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $300 | $2,318-87.1% | $2,954-89.8% | $2,551-88.2% |
| Participant deferral / active EE | $2,227 | $4,224-47.3% | $5,098-56.3% | $4,139-46.2% |
| Admin fee / account holder | $6,607 | $9,013-26.7% | $12,098-45.4% | $7,234-8.7% |