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 | $115,332 | $63,082+82.8% | $81,726+41.1% | $79,856+44.4% |
| Participation rate | 58.7% | 67.5%-8.8pp | 72.0%-13.3pp | 69.6%-10.9pp |
| Annual return | 22.90% | 22.66%+0.2pp | 29.49%-6.6pp | 31.71%-8.8pp |
| Employer contribution / active EE | $141 | $1,795-92.2% | $4,311-96.7% | $2,471-94.3% |
| Participant deferral / active EE | $2,759 | $2,780-0.8% | $7,108-61.2% | $3,741-26.3% |
| Admin fee / account holder | $21,226 | $4,428+379.3% | $5,160+311.4% | $5,306+300.0% |