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 | $127,620 | $72,272+76.6% | $101,264+26.0% | $79,858+59.8% |
| Participation rate | 44.0% | 68.5%-24.5pp | 75.8%-31.8pp | 69.6%-25.6pp |
| Annual return | 16.88% | 22.30%-5.4pp | 46.48%-29.6pp | 31.72%-14.8pp |
| Employer contribution / active EE | $245 | $2,692-90.9% | $3,660-93.3% | $2,471-90.1% |
| Participant deferral / active EE | $2,469 | $3,282-24.8% | $4,370-43.5% | $3,740-34.0% |
| Admin fee / account holder | $12,160 | $4,401+176.3% | $5,947+104.5% | $5,306+129.2% |