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 | $232,895 | $77,962+198.7% | $178,540+30.4% | $80,935+187.8% |
| Participation rate | 48.2% | 65.7%-17.5pp | 77.1%-28.9pp | 67.7%-19.4pp |
| Annual return | 16.66% | 18.10%-1.4pp | 27.15%-10.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $480 | $2,280-78.9% | $3,953-87.8% | $2,757-82.6% |
| Participant deferral / active EE | $3,203 | $4,404-27.3% | $6,281-49.0% | $4,299-25.5% |
| Admin fee / account holder | $8,489 | $7,156+18.6% | $10,424-18.6% | $6,924+22.6% |