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 | $182,461 | $76,407+138.8% | $150,298+21.4% | $82,448+121.3% |
| Participation rate | 56.2% | 66.4%-10.2pp | 77.8%-21.6pp | 68.1%-11.9pp |
| Annual return | 16.43% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $169 | $2,614-93.5% | $4,154-95.9% | $2,551-93.4% |
| Participant deferral / active EE | $3,488 | $3,214+8.5% | $5,453-36.0% | $4,139-15.7% |
| Admin fee / account holder | $5,650 | $6,352-11.0% | $14,116-60.0% | $7,234-21.9% |