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 | $173,025 | $86,949+99.0% | $102,460+68.9% | $80,959+113.7% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 14.09% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $347 | $2,370-85.4% | $3,025-88.5% | $2,757-87.4% |
| Participant deferral / active EE | $3,466 | $4,121-15.9% | $5,056-31.5% | $4,300-19.4% |
| Admin fee / account holder | $3,681 | $8,048-54.3% | $9,460-61.1% | $6,925-46.8% |