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 | $223,417 | $124,425+79.6% | $112,040+99.4% | $137,256+62.8% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 17.67% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $134 | $3,411-96.1% | $2,954-95.5% | $4,156-96.8% |
| Participant deferral / active EE | $4,568 | $5,718-20.1% | $5,098-10.4% | $6,407-28.7% |
| Admin fee / account holder | $9,760 | $15,207-35.8% | $12,098-19.3% | $12,270-20.5% |