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 | $121,729 | $95,453+27.5% | $112,040+8.6% | $82,448+47.6% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.5%-28.1pp | 68.1%-19.7pp |
| Annual return | 12.70% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $454 | $2,318-80.4% | $2,954-84.6% | $2,551-82.2% |
| Participant deferral / active EE | $3,831 | $4,224-9.3% | $5,098-24.8% | $4,139-7.4% |
| Admin fee / account holder | $33,532 | $9,013+272.0% | $12,098+177.2% | $7,234+363.5% |