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 | $161,100 | $67,602+138.3% | $82,312+95.7% | $70,126+129.7% |
| Participation rate | 69.3% | 72.8%-3.4pp | 76.9%-7.6pp | 69.5%-0.2pp |
| Annual return | 20.19% | 21.57%-1.4pp | 25.88%-5.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $158 | $1,755-91.0% | $2,428-93.5% | $2,343-93.3% |
| Participant deferral / active EE | $3,054 | $2,987+2.2% | $3,706-17.6% | $3,332-8.3% |
| Admin fee / account holder | $461 | $4,512-89.8% | $5,608-91.8% | $4,645-90.1% |