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 | $123,448 | $67,411+83.1% | $91,004+35.7% | $70,124+76.0% |
| Participation rate | 53.8% | 71.4%-17.5pp | 75.6%-21.8pp | 69.5%-15.7pp |
| Annual return | 16.08% | -40.16%+56.2pp | 4.60%+11.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $224 | $1,786-87.4% | $2,456-90.9% | $2,342-90.4% |
| Participant deferral / active EE | $2,319 | $2,823-17.9% | $3,548-34.6% | $3,332-30.4% |
| Admin fee / account holder | $3,289 | $4,236-22.4% | $5,417-39.3% | $4,645-29.2% |