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 | $147,167 | $71,480+105.9% | $90,782+62.1% | $64,173+129.3% |
| Participation rate | 68.0% | 77.6%-9.6pp | 82.7%-14.7pp | 69.6%-1.6pp |
| Annual return | -5.17% | -4.25%-0.9pp | -3.42%-1.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $632 | $3,415-81.5% | $4,105-84.6% | $2,381-73.4% |
| Participant deferral / active EE | $4,263 | $4,302-0.9% | $5,366-20.5% | $3,470+22.9% |
| Admin fee / account holder | $9,646 | $6,309+52.9% | $5,908+63.3% | $4,887+97.4% |