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 | $105,162 | $73,787+42.5% | $98,716+6.5% | $82,448+27.6% |
| Participation rate | 64.1% | 61.4%+2.7pp | 69.3%-5.2pp | 68.1%-4.0pp |
| Annual return | 25.35% | 18.57%+6.8pp | 31.81%-6.5pp | 41.64%-16.3pp |
| Employer contribution / active EE | $311 | $1,511-79.4% | $2,279-86.3% | $2,551-87.8% |
| Participant deferral / active EE | $3,626 | $3,081+17.7% | $4,048-10.4% | $4,139-12.4% |
| Admin fee / account holder | $6,786 | $6,500+4.4% | $8,703-22.0% | $7,234-6.2% |