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 | $146,093 | $76,551+90.8% | $123,894+17.9% | $62,881+132.3% |
| Participation rate | 24.1% | 73.0%-48.8pp | 81.4%-57.3pp | 69.3%-45.2pp |
| Annual return | 11.99% | 18.68%-6.7pp | 47.52%-35.5pp | 20.14%-8.2pp |
| Employer contribution / active EE | $19 | $2,882-99.3% | $4,617-99.6% | $2,281-99.2% |
| Participant deferral / active EE | $2,446 | $4,840-49.5% | $5,984-59.1% | $3,203-23.6% |
| Admin fee / account holder | $2,312 | $4,826-52.1% | $8,357-72.3% | $4,296-46.2% |