Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $143,009 | $239,571-40.3% | $183,328-22.0% | $137,256+4.2% |
| Participation rate | 37.5% | 82.4%-44.9pp | 77.3%-39.8pp | 80.0%-42.5pp |
| Annual return | 14.21% | 35.69%-21.5pp | 29.67%-15.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $473 | $6,148-92.3% | $5,055-90.7% | $4,156-88.6% |
| Participant deferral / active EE | $5,080 | $7,995-36.5% | $6,795-25.2% | $6,407-20.7% |
| Admin fee / account holder | $981 | $30,059-96.7% | $21,427-95.4% | $12,270-92.0% |