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 | $138,764 | $83,369+66.4% | $105,223+31.9% | $67,986+104.1% |
| Participation rate | 42.6% | 56.3%-13.7pp | 75.0%-32.5pp | 57.2%-14.6pp |
| Annual return | 17.35% | 24.64%-7.3pp | 180.65%-163.3pp | 31.67%-14.3pp |
| Employer contribution / active EE | $206 | $2,541-91.9% | $3,689-94.4% | $2,019-89.8% |
| Participant deferral / active EE | $3,854 | $3,295+17.0% | $5,072-24.0% | $3,358+14.8% |
| Admin fee / account holder | $532 | $4,073-86.9% | $8,859-94.0% | $3,203-83.4% |