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 | $191,394 | $101,778+88.1% | $164,975+16.0% | $80,925+136.5% |
| Participation rate | 37.7% | 71.8%-34.2pp | 78.6%-40.9pp | 67.7%-30.0pp |
| Annual return | 16.96% | 16.73%+0.2pp | 70.12%-53.2pp | 35.65%-18.7pp |
| Employer contribution / active EE | $587 | $2,954-80.1% | $4,343-86.5% | $2,756-78.7% |
| Participant deferral / active EE | $4,457 | $4,477-0.4% | $6,033-26.1% | $4,299+3.7% |
| Admin fee / account holder | $5,963 | $8,221-27.5% | $12,688-53.0% | $6,940-14.1% |