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 | $161,506 | $89,259+80.9% | $107,187+50.7% | $82,637+95.4% |
| Participation rate | 40.3% | 67.9%-27.7pp | 75.0%-34.7pp | 68.1%-27.8pp |
| Annual return | 15.14% | 21.02%-5.9pp | 204.55%-189.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $641 | $3,080-79.2% | $3,782-83.1% | $2,552-74.9% |
| Participant deferral / active EE | $3,476 | $4,037-13.9% | $5,096-31.8% | $4,126-15.8% |
| Admin fee / account holder | $3,481 | $7,381-52.8% | $9,162-62.0% | $7,339-52.6% |