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 | $111,676 | $81,457+37.1% | $103,378+8.0% | $80,911+38.0% |
| Participation rate | 47.7% | 66.8%-19.1pp | 74.5%-26.8pp | 67.6%-19.9pp |
| Annual return | 11.78% | 25.58%-13.8pp | 24.91%-13.1pp | 35.63%-23.8pp |
| Employer contribution / active EE | $553 | $3,107-82.2% | $3,870-85.7% | $2,756-79.9% |
| Participant deferral / active EE | $3,588 | $3,871-7.3% | $5,058-29.0% | $4,297-16.5% |
| Admin fee / account holder | $7,294 | $6,717+8.6% | $8,401-13.2% | $6,935+5.2% |