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 | $134,893 | $97,550+38.3% | $120,344+12.1% | $87,485+54.2% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.7%-38.9pp | 68.9%-31.1pp |
| Annual return | 11.96% | 18.41%-6.5pp | 20.30%-8.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $384 | $2,291-83.2% | $3,020-87.3% | $2,596-85.2% |
| Participant deferral / active EE | $2,747 | $4,230-35.0% | $5,135-46.5% | $4,274-35.7% |
| Admin fee / account holder | $12,562 | $9,543+31.6% | $12,742-1.4% | $7,775+61.6% |