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 | $143,077 | $106,864+33.9% | $147,318-2.9% | $82,637+73.1% |
| Participation rate | 63.3% | 75.5%-12.2pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 14.27% | 27.49%-13.2pp | 70.43%-56.2pp | 53.51%-39.2pp |
| Employer contribution / active EE | $590 | $3,417-82.7% | $4,593-87.2% | $2,552-76.9% |
| Participant deferral / active EE | $3,398 | $6,496-47.7% | $7,906-57.0% | $4,126-17.6% |
| Admin fee / account holder | $783 | $8,415-90.7% | $13,708-94.3% | $7,339-89.3% |