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 | $119,514 | $89,370+33.7% | $141,197-15.4% | $72,976+63.8% |
| Participation rate | 55.7% | 75.1%-19.4pp | 82.5%-26.8pp | 69.5%-13.8pp |
| Annual return | 23.20% | 111.88%-88.7pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $178 | $3,115-94.3% | $4,736-96.2% | $2,440-92.7% |
| Participant deferral / active EE | $6,309 | $5,419+16.4% | $6,710-6.0% | $3,608+74.9% |
| Admin fee / account holder | $16,272 | $5,957+173.2% | $10,265+58.5% | $5,124+217.5% |