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 | $197,938 | $106,524+85.8% | $152,301+30.0% | $87,485+126.3% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.4%-29.3pp | 68.9%-15.7pp |
| Annual return | 14.08% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $128 | $3,371-96.2% | $4,624-97.2% | $2,596-95.1% |
| Participant deferral / active EE | $7,993 | $6,525+22.5% | $8,004-0.1% | $4,274+87.0% |
| Admin fee / account holder | $25,648 | $8,287+209.5% | $14,398+78.1% | $7,775+229.9% |