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 | $167,346 | $135,956+23.1% | $123,894+35.1% | $273,972-38.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $595 | $5,170-88.5% | $4,617-87.1% | $4,869-87.8% |
| Participant deferral / active EE | $3,619 | $6,343-43.0% | $5,984-39.5% | $5,287-31.6% |
| Admin fee / account holder | $7,111 | $9,817-27.6% | $8,357-14.9% | $10,133-29.8% |