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 | $107,845 | $72,273+49.2% | $101,275+6.5% | $79,856+35.0% |
| Participation rate | 67.4% | 68.5%-1.0pp | 75.8%-8.4pp | 69.6%-2.2pp |
| Annual return | 25.33% | 22.30%+3.0pp | 46.48%-21.2pp | 31.71%-6.4pp |
| Employer contribution / active EE | $530 | $2,691-80.3% | $3,660-85.5% | $2,471-78.5% |
| Participant deferral / active EE | $4,426 | $3,282+34.9% | $4,371+1.3% | $3,741+18.3% |
| Admin fee / account holder | $10,552 | $4,401+139.8% | $5,948+77.4% | $5,306+98.9% |