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 | $191,546 | $81,476+135.1% | $102,383+87.1% | $80,925+136.7% |
| Participation rate | 47.1% | 66.8%-19.8pp | 74.5%-27.5pp | 67.7%-20.6pp |
| Annual return | 15.64% | 25.59%-10.0pp | 24.94%-9.3pp | 35.65%-20.0pp |
| Employer contribution / active EE | $620 | $3,105-80.0% | $3,870-84.0% | $2,756-77.5% |
| Participant deferral / active EE | $3,994 | $3,871+3.2% | $5,060-21.1% | $4,299-7.1% |
| Admin fee / account holder | $453 | $6,717-93.3% | $8,391-94.6% | $6,940-93.5% |