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 | $135,939 | $77,896+74.5% | $134,172+1.3% | $82,448+64.9% |
| Participation rate | 30.9% | 62.8%-31.9pp | 72.5%-41.6pp | 68.1%-37.2pp |
| Annual return | 14.34% | 18.21%-3.9pp | 25.30%-11.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $296 | $2,159-86.3% | $3,420-91.4% | $2,551-88.4% |
| Participant deferral / active EE | $1,604 | $3,162-49.3% | $4,690-65.8% | $4,139-61.2% |
| Admin fee / account holder | $11,730 | $6,336+85.1% | $12,016-2.4% | $7,234+62.1% |