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 | $141,185 | $95,453+47.9% | $112,040+26.0% | $82,448+71.2% |
| Participation rate | 62.7% | 72.8%-10.0pp | 76.5%-13.8pp | 68.1%-5.4pp |
| Annual return | 12.40% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $569 | $2,318-75.5% | $2,954-80.7% | $2,551-77.7% |
| Participant deferral / active EE | $5,206 | $4,224+23.3% | $5,098+2.1% | $4,139+25.8% |
| Admin fee / account holder | $8,469 | $9,013-6.0% | $12,098-30.0% | $7,234+17.1% |