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 | $175,643 | $146,267+20.1% | $197,124-10.9% | $82,448+113.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 86.7%-23.1pp | 68.1%-4.4pp |
| Annual return | 14.71% | 29.61%-14.9pp | 44.34%-29.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,401 | $4,723-70.3% | $6,227-77.5% | $2,551-45.1% |
| Participant deferral / active EE | $5,234 | $7,035-25.6% | $9,135-42.7% | $4,139+26.4% |
| Admin fee / account holder | $25,469 | $14,422+76.6% | $16,298+56.3% | $7,234+252.0% |