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 | $120,539 | $58,523+106.0% | $99,470+21.2% | $72,983+65.2% |
| Participation rate | 68.8% | 64.6%+4.1pp | 73.8%-5.1pp | 69.5%-0.7pp |
| Annual return | 21.64% | 28.51%-6.9pp | 30.72%-9.1pp | 81.01%-59.4pp |
| Employer contribution / active EE | $77 | $1,512-94.9% | $2,540-97.0% | $2,440-96.8% |
| Participant deferral / active EE | $5,760 | $2,606+121.0% | $3,619+59.2% | $3,608+59.7% |
| Admin fee / account holder | $32,803 | $4,102+699.7% | $6,252+424.7% | $5,124+540.2% |