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 | $124,012 | $76,407+62.3% | $150,298-17.5% | $82,448+50.4% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 18.97% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $22 | $2,614-99.1% | $4,154-99.5% | $2,551-99.1% |
| Participant deferral / active EE | $4,534 | $3,214+41.0% | $5,453-16.9% | $4,139+9.5% |
| Admin fee / account holder | $3,354 | $6,352-47.2% | $14,116-76.2% | $7,234-53.6% |