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 | $112,490 | $87,037+29.2% | $106,201+5.9% | $80,874+39.1% |
| Participation rate | 37.1% | 70.4%-33.3pp | 75.3%-38.1pp | 67.6%-30.5pp |
| Annual return | 27.52% | 17.05%+10.5pp | 116.26%-88.7pp | 35.62%-8.1pp |
| Employer contribution / active EE | $273 | $2,396-88.6% | $3,170-91.4% | $2,756-90.1% |
| Participant deferral / active EE | $2,845 | $3,986-28.6% | $5,012-43.2% | $4,297-33.8% |
| Admin fee / account holder | $17,468 | $8,434+107.1% | $11,039+58.2% | $6,935+151.9% |