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 | $201,742 | $78,707+156.3% | $117,861+71.2% | $70,126+187.7% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 13.58% | 23.30%-9.7pp | 335.11%-321.5pp | 73.15%-59.6pp |
| Employer contribution / active EE | $248 | $2,223-88.8% | $3,786-93.4% | $2,343-89.4% |
| Participant deferral / active EE | $4,152 | $3,297+25.9% | $4,482-7.4% | $3,332+24.6% |
| Admin fee / account holder | $14,606 | $5,066+188.3% | $8,021+82.1% | $4,645+214.4% |