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 | $126,179 | $86,949+45.1% | $102,460+23.2% | $80,959+55.9% |
| Participation rate | 48.3% | 72.4%-24.1pp | 76.5%-28.2pp | 67.7%-19.3pp |
| Annual return | 19.44% | 18.89%+0.5pp | 29.47%-10.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $546 | $2,370-77.0% | $3,025-81.9% | $2,757-80.2% |
| Participant deferral / active EE | $4,438 | $4,121+7.7% | $5,056-12.2% | $4,300+3.2% |
| Admin fee / account holder | $17,756 | $8,048+120.6% | $9,460+87.7% | $6,925+156.4% |