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 | $150,565 | $71,215+111.4% | $93,696+60.7% | $80,935+86.0% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.7%-27.7pp |
| Annual return | 9.98% | 11.27%-1.3pp | 133.74%-123.8pp | 35.66%-25.7pp |
| Employer contribution / active EE | $307 | $1,565-80.4% | $2,422-87.3% | $2,757-88.9% |
| Participant deferral / active EE | $2,724 | $4,037-32.5% | $4,417-38.3% | $4,299-36.6% |
| Admin fee / account holder | $3,286 | $6,958-52.8% | $8,287-60.3% | $6,924-52.5% |