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 | $112,669 | $101,795+10.7% | $165,100-31.8% | $80,959+39.2% |
| Participation rate | 59.1% | 71.8%-12.7pp | 78.6%-19.5pp | 67.7%-8.6pp |
| Annual return | 16.05% | 16.73%-0.7pp | 70.21%-54.2pp | 35.67%-19.6pp |
| Employer contribution / active EE | $173 | $2,954-94.1% | $4,348-96.0% | $2,757-93.7% |
| Participant deferral / active EE | $3,262 | $4,476-27.1% | $6,035-45.9% | $4,300-24.1% |
| Admin fee / account holder | $12,096 | $8,221+47.1% | $12,696-4.7% | $6,925+74.7% |