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 | $168,056 | $108,825+54.4% | $156,181+7.6% | $82,448+103.8% |
| Participation rate | 47.0% | 72.4%-25.4pp | 78.8%-31.9pp | 68.1%-21.1pp |
| Annual return | 14.25% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $727 | $2,870-74.7% | $4,294-83.1% | $2,551-71.5% |
| Participant deferral / active EE | $3,386 | $4,577-26.0% | $6,132-44.8% | $4,139-18.2% |
| Admin fee / account holder | $6,294 | $9,341-32.6% | $14,586-56.8% | $7,234-13.0% |