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 | $136,727 | $86,919+57.3% | $102,457+33.4% | $80,911+69.0% |
| Participation rate | 42.4% | 72.4%-30.0pp | 76.5%-34.1pp | 67.6%-25.2pp |
| Annual return | 12.71% | 18.90%-6.2pp | 29.41%-16.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $408 | $2,368-82.8% | $3,022-86.5% | $2,756-85.2% |
| Participant deferral / active EE | $2,978 | $4,119-27.7% | $5,054-41.1% | $4,297-30.7% |
| Admin fee / account holder | $20,846 | $8,049+159.0% | $9,451+120.6% | $6,935+200.6% |