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 | $196,649 | $68,880+185.5% | $120,580+63.1% | $80,959+142.9% |
| Participation rate | 46.4% | 61.7%-15.3pp | 72.0%-25.5pp | 67.7%-21.2pp |
| Annual return | 14.78% | 23.68%-8.9pp | 107.48%-92.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $361 | $2,066-82.5% | $3,469-89.6% | $2,757-86.9% |
| Participant deferral / active EE | $8,948 | $3,191+180.5% | $4,995+79.1% | $4,300+108.1% |
| Admin fee / account holder | $2,234 | $5,785-61.4% | $9,418-76.3% | $6,925-67.7% |