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 | $185,402 | $108,825+70.4% | $156,181+18.7% | $82,448+124.9% |
| Participation rate | 34.6% | 72.4%-37.8pp | 78.8%-44.2pp | 68.1%-33.5pp |
| Annual return | 13.04% | 20.59%-7.6pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $698 | $2,870-75.7% | $4,294-83.7% | $2,551-72.6% |
| Participant deferral / active EE | $6,215 | $4,577+35.8% | $6,132+1.3% | $4,139+50.1% |
| Admin fee / account holder | $39,463 | $9,341+322.5% | $14,586+170.6% | $7,234+445.5% |