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 | $163,176 | $87,060+87.4% | $105,591+54.5% | $80,911+101.7% |
| Participation rate | 45.6% | 70.4%-24.9pp | 75.3%-29.7pp | 67.6%-22.1pp |
| Annual return | 10.83% | 17.05%-6.2pp | 116.43%-105.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $379 | $2,396-84.2% | $3,166-88.0% | $2,756-86.2% |
| Participant deferral / active EE | $2,443 | $3,986-38.7% | $5,008-51.2% | $4,297-43.1% |
| Admin fee / account holder | $4,654 | $8,442-44.9% | $11,024-57.8% | $6,935-32.9% |