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 | $149,282 | $100,194+49.0% | $122,979+21.4% | $86,983+71.6% |
| Participation rate | 68.9% | 73.0%-4.1pp | 77.2%-8.3pp | 69.5%-0.7pp |
| Annual return | 14.39% | 16.47%-2.1pp | 20.12%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,995 | $4,133+20.8% | $5,003-0.2% | $4,194+19.1% |
| Admin fee / account holder | $5,387 | $10,148-46.9% | $12,864-58.1% | $7,856-31.4% |