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 | $109,822 | $72,273+52.0% | $101,275+8.4% | $79,856+37.5% |
| Participation rate | 42.1% | 68.5%-26.4pp | 75.8%-33.7pp | 69.6%-27.5pp |
| Annual return | 20.52% | 22.30%-1.8pp | 46.48%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $533 | $2,691-80.2% | $3,660-85.4% | $2,471-78.4% |
| Participant deferral / active EE | $3,197 | $3,282-2.6% | $4,371-26.9% | $3,741-14.5% |
| Admin fee / account holder | $2,357 | $4,401-46.5% | $5,948-60.4% | $5,306-55.6% |