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 | $209,685 | $58,493+258.5% | $84,021+149.6% | $72,975+187.3% |
| Participation rate | 52.9% | 61.2%-8.4pp | 69.0%-16.2pp | 69.5%-16.6pp |
| Annual return | 21.51% | 28.93%-7.4pp | 71.32%-49.8pp | 81.01%-59.5pp |
| Employer contribution / active EE | $153 | $1,163-86.9% | $1,984-92.3% | $2,440-93.7% |
| Participant deferral / active EE | $4,296 | $2,394+79.4% | $3,239+32.6% | $3,608+19.1% |
| Admin fee / account holder | $5,024 | $4,569+10.0% | $6,102-17.7% | $5,124-2.0% |