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 | $225,007 | $97,550+130.7% | $120,344+87.0% | $87,485+157.2% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.7%-20.5pp | 68.9%-12.7pp |
| Annual return | 16.05% | 18.41%-2.4pp | 20.30%-4.3pp | 26.06%-10.0pp |
| Employer contribution / active EE | $664 | $2,291-71.0% | $3,020-78.0% | $2,596-74.4% |
| Participant deferral / active EE | $3,773 | $4,230-10.8% | $5,135-26.5% | $4,274-11.7% |
| Admin fee / account holder | $17,718 | $9,543+85.7% | $12,742+39.1% | $7,775+127.9% |