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 | $121,491 | $86,922+39.8% | $102,438+18.6% | $80,874+50.2% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 13.09% | 18.90%-5.8pp | 29.37%-16.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $420 | $2,369-82.3% | $3,024-86.1% | $2,756-84.8% |
| Participant deferral / active EE | $2,533 | $4,119-38.5% | $5,054-49.9% | $4,297-41.1% |
| Admin fee / account holder | $4,875 | $8,050-39.4% | $9,448-48.4% | $6,935-29.7% |