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 | $109,890 | $89,259+23.1% | $107,187+2.5% | $82,637+33.0% |
| Participation rate | 25.0% | 67.9%-42.9pp | 75.0%-50.0pp | 68.1%-43.1pp |
| Annual return | 13.03% | 21.02%-8.0pp | 204.55%-191.5pp | 53.51%-40.5pp |
| Employer contribution / active EE | $752 | $3,080-75.6% | $3,782-80.1% | $2,552-70.5% |
| Participant deferral / active EE | $1,938 | $4,037-52.0% | $5,096-62.0% | $4,126-53.0% |
| Admin fee / account holder | $4,684 | $7,381-36.5% | $9,162-48.9% | $7,339-36.2% |