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 | $146,072 | $93,345+56.5% | $119,126+22.6% | $87,485+67.0% |
| Participation rate | 51.0% | 68.7%-17.7pp | 75.8%-24.7pp | 68.9%-17.9pp |
| Annual return | 13.75% | 19.08%-5.3pp | 282.11%-268.4pp | 26.06%-12.3pp |
| Employer contribution / active EE | $384 | $3,172-87.9% | $4,034-90.5% | $2,596-85.2% |
| Participant deferral / active EE | $2,641 | $4,099-35.6% | $5,318-50.3% | $4,274-38.2% |
| Admin fee / account holder | $7,507 | $8,039-6.6% | $10,693-29.8% | $7,775-3.4% |