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 | $96,131 | $65,364+47.1% | $92,909+3.5% | $72,975+31.7% |
| Participation rate | 42.3% | 68.3%-26.1pp | 76.0%-33.8pp | 69.5%-27.2pp |
| Annual return | 16.98% | 42.11%-25.1pp | 109.44%-92.5pp | 81.01%-64.0pp |
| Employer contribution / active EE | $429 | $2,594-83.5% | $3,653-88.3% | $2,440-82.4% |
| Participant deferral / active EE | $5,350 | $3,128+71.0% | $4,238+26.2% | $3,608+48.3% |
| Admin fee / account holder | $6,992 | $4,251+64.5% | $5,795+20.6% | $5,124+36.4% |