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 | $145,656 | $76,834+89.6% | $108,359+34.4% | $87,485+66.5% |
| Participation rate | 27.5% | 61.7%-34.2pp | 70.1%-42.6pp | 68.9%-41.4pp |
| Annual return | 14.45% | 19.09%-4.6pp | 36.89%-22.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $178 | $1,556-88.6% | $2,399-92.6% | $2,596-93.1% |
| Participant deferral / active EE | $2,046 | $3,100-34.0% | $4,137-50.5% | $4,274-52.1% |
| Admin fee / account holder | $27,625 | $6,537+322.6% | $9,741+183.6% | $7,775+255.3% |