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 | $175,240 | $124,330+40.9% | $109,173+60.5% | $167,536+4.6% |
| Participation rate | 46.7% | 79.5%-32.8pp | 75.9%-29.2pp | 82.1%-35.4pp |
| Annual return | 10.65% | 26.04%-15.4pp | 25.75%-15.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $254 | $4,209-94.0% | $3,723-93.2% | $4,839-94.7% |
| Participant deferral / active EE | $3,144 | $5,256-40.2% | $4,654-32.4% | $6,342-50.4% |
| Admin fee / account holder | $3,904 | $7,974-51.0% | $6,755-42.2% | $12,315-68.3% |