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 | $244,936 | $106,267+130.5% | $96,520+153.8% | $139,456+75.6% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 14.50% | 38.45%-23.9pp | 35.72%-21.2pp | 373.45%-358.9pp |
| Employer contribution / active EE | $469 | $4,105-88.6% | $3,739-87.5% | $4,753-90.1% |
| Participant deferral / active EE | $2,179 | $5,454-60.1% | $4,879-55.3% | $6,711-67.5% |
| Admin fee / account holder | $13,930 | $7,882+76.7% | $6,733+106.9% | $11,407+22.1% |