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 | $113,581 | $45,343+150.5% | $150,298-24.4% | $67,986+67.1% |
| Participation rate | 29.1% | 51.9%-22.8pp | 77.8%-48.7pp | 57.2%-28.1pp |
| Annual return | 12.52% | 33.28%-20.8pp | 62.79%-50.3pp | 31.67%-19.1pp |
| Employer contribution / active EE | $80 | $1,462-94.5% | $4,154-98.1% | $2,019-96.0% |
| Participant deferral / active EE | $1,658 | $2,055-19.3% | $5,453-69.6% | $3,358-50.6% |
| Admin fee / account holder | $13,306 | $2,250+491.4% | $14,116-5.7% | $3,203+315.4% |