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 | $141,817 | $138,312+2.5% | $122,979+15.3% | $155,188-8.6% |
| Participation rate | 54.2% | 80.2%-26.0pp | 77.2%-23.0pp | 80.8%-26.6pp |
| Annual return | 13.35% | 22.06%-8.7pp | 20.12%-6.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $536 | $3,530-84.8% | $3,062-82.5% | $4,248-87.4% |
| Participant deferral / active EE | $3,774 | $5,592-32.5% | $5,003-24.6% | $6,531-42.2% |
| Admin fee / account holder | $3,759 | $15,089-75.1% | $12,864-70.8% | $14,480-74.0% |