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 | $125,328 | $76,551+63.7% | $123,894+1.2% | $62,881+99.3% |
| Participation rate | 59.7% | 73.0%-13.2pp | 81.4%-21.7pp | 69.3%-9.6pp |
| Annual return | 6.21% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $241 | $2,882-91.6% | $4,617-94.8% | $2,281-89.4% |
| Participant deferral / active EE | $5,655 | $4,840+16.9% | $5,984-5.5% | $3,203+76.6% |
| Admin fee / account holder | $9,045 | $4,826+87.4% | $8,357+8.2% | $4,296+110.6% |