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 | $110,619 | $65,367+69.2% | $92,915+19.1% | $72,976+51.6% |
| Participation rate | 37.1% | 68.3%-31.2pp | 76.0%-38.9pp | 69.5%-32.3pp |
| Annual return | 21.93% | 42.11%-20.2pp | 109.45%-87.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $124 | $2,594-95.2% | $3,653-96.6% | $2,440-94.9% |
| Participant deferral / active EE | $2,059 | $3,128-34.2% | $4,238-51.4% | $3,608-42.9% |
| Admin fee / account holder | $347 | $4,251-91.8% | $5,796-94.0% | $5,124-93.2% |