Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $109,150 | $86,949+25.5% | $102,460+6.5% | $80,959+34.8% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.7%-8.2pp |
| Annual return | 23.95% | 18.89%+5.1pp | 29.47%-5.5pp | 35.67%-11.7pp |
| Employer contribution / active EE | $653 | $2,370-72.5% | $3,025-78.4% | $2,757-76.3% |
| Participant deferral / active EE | $3,908 | $4,121-5.2% | $5,056-22.7% | $4,300-9.1% |
| Admin fee / account holder | $1,670 | $8,048-79.2% | $9,460-82.3% | $6,925-75.9% |