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 | $133,159 | $185,312-28.1% | $161,489-17.5% | $154,746-13.9% |
| Participation rate | 23.5% | 82.5%-58.9pp | 78.7%-55.2pp | 80.7%-57.2pp |
| Annual return | 14.13% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $543 | $4,769-88.6% | $4,268-87.3% | $4,379-87.6% |
| Participant deferral / active EE | $2,215 | $6,350-65.1% | $5,630-60.7% | $6,730-67.1% |
| Admin fee / account holder | $108,251 | $18,654+480.3% | $16,006+576.3% | $14,365+653.6% |