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 | $75,541+141.5% | $152,093+20.0% | $82,637+120.8% |
| Participation rate | 56.2% | 66.5%-10.4pp | 77.8%-21.6pp | 68.1%-11.9pp |
| Annual return | 16.43% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $169 | $2,622-93.5% | $4,175-95.9% | $2,552-93.4% |
| Participant deferral / active EE | $3,488 | $3,206+8.8% | $5,451-36.0% | $4,126-15.5% |
| Admin fee / account holder | $5,650 | $6,405-11.8% | $14,497-61.0% | $7,339-23.0% |