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 | $124,330 | $86,949+43.0% | $102,460+21.3% | $80,959+53.6% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-22.0pp | 67.7%-13.1pp |
| Annual return | 17.67% | 18.89%-1.2pp | 29.47%-11.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $534 | $2,370-77.5% | $3,025-82.3% | $2,757-80.6% |
| Participant deferral / active EE | $4,480 | $4,121+8.7% | $5,056-11.4% | $4,300+4.2% |
| Admin fee / account holder | $1,033 | $8,048-87.2% | $9,460-89.1% | $6,925-85.1% |