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 | $148,695 | $91,559+62.4% | $133,971+11.0% | $79,852+86.2% |
| Participation rate | 45.2% | 73.3%-28.2pp | 79.8%-34.7pp | 69.6%-24.5pp |
| Annual return | 14.94% | 61.85%-46.9pp | 45.09%-30.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $535 | $2,384-77.6% | $3,919-86.4% | $2,471-78.4% |
| Participant deferral / active EE | $2,731 | $3,734-26.8% | $5,047-45.9% | $3,740-27.0% |
| Admin fee / account holder | $774 | $6,321-87.8% | $8,929-91.3% | $5,306-85.4% |