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 | $138,124 | $87,733+57.4% | $106,555+29.6% | $85,847+60.9% |
| Participation rate | 66.3% | 71.9%-5.6pp | 76.1%-9.8pp | 69.3%-3.0pp |
| Annual return | 15.03% | 21.86%-6.8pp | 26.80%-11.8pp | 318.61%-303.6pp |
| Employer contribution / active EE | $352 | $2,073-83.0% | $2,819-87.5% | $2,565-86.3% |
| Participant deferral / active EE | $2,625 | $3,469-24.3% | $4,399-40.3% | $3,952-33.6% |
| Admin fee / account holder | $8,059 | $6,767+19.1% | $7,408+8.8% | $6,261+28.7% |