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 | $132,969 | $86,940+52.9% | $102,434+29.8% | $80,935+64.3% |
| Participation rate | 39.1% | 72.4%-33.3pp | 76.5%-37.4pp | 67.7%-28.5pp |
| Annual return | 12.78% | 18.89%-6.1pp | 29.46%-16.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $530 | $2,370-77.6% | $3,023-82.5% | $2,757-80.8% |
| Participant deferral / active EE | $3,840 | $4,121-6.8% | $5,055-24.0% | $4,299-10.7% |
| Admin fee / account holder | $736 | $8,047-90.9% | $9,462-92.2% | $6,924-89.4% |