Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $123,213 | $72,012+71.1% | $185,827-33.7% | $79,858+54.3% |
| Participation rate | 15.6% | 65.8%-50.2pp | 78.0%-62.5pp | 69.6%-54.1pp |
| Annual return | 22.85% | 23.12%-0.3pp | 35.96%-13.1pp | 31.72%-8.9pp |
| Employer contribution / active EE | $110 | $1,965-94.4% | $4,087-97.3% | $2,471-95.6% |
| Participant deferral / active EE | $1,259 | $3,779-66.7% | $5,633-77.6% | $3,740-66.3% |
| Admin fee / account holder | $2,136 | $4,513-52.7% | $9,502-77.5% | $5,306-59.8% |