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 | $188,653 | $80,992+132.9% | $96,534+95.4% | $75,173+151.0% |
| Participation rate | 68.4% | 71.8%-3.4pp | 76.0%-7.6pp | 67.2%+1.2pp |
| Annual return | 19.40% | 27.05%-7.7pp | 25.88%-6.5pp | 160.72%-141.3pp |
| Employer contribution / active EE | $616 | $2,283-73.0% | $2,965-79.2% | $2,671-76.9% |
| Participant deferral / active EE | $2,888 | $3,929-26.5% | $4,851-40.5% | $4,126-30.0% |
| Admin fee / account holder | $16,841 | $6,717+150.7% | $8,253+104.1% | $5,651+198.0% |