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 | $108,188 | $86,938+24.4% | $102,423+5.6% | $80,925+33.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 10.92% | 18.89%-8.0pp | 29.42%-18.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $557 | $2,369-76.5% | $3,023-81.6% | $2,756-79.8% |
| Participant deferral / active EE | $5,153 | $4,120+25.1% | $5,054+2.0% | $4,299+19.9% |
| Admin fee / account holder | $13,349 | $8,053+65.8% | $9,455+41.2% | $6,940+92.3% |