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 | $112,032 | $78,423+42.9% | $95,964+16.7% | $79,856+40.3% |
| Participation rate | 56.6% | 73.5%-16.9pp | 77.1%-20.5pp | 69.6%-13.1pp |
| Annual return | 11.45% | 19.37%-7.9pp | 91.64%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $466 | $1,945-76.0% | $2,541-81.7% | $2,471-81.1% |
| Participant deferral / active EE | $2,637 | $3,440-23.4% | $4,167-36.7% | $3,741-29.5% |
| Admin fee / account holder | $22,697 | $5,622+303.7% | $6,797+233.9% | $5,306+327.7% |