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 | $75,902 | $86,294-12.0% | $111,303-31.8% | $85,856-11.6% |
| Participation rate | 56.7% | 73.3%-16.6pp | 77.3%-20.6pp | 69.3%-12.6pp |
| Annual return | 24.85% | 19.99%+4.9pp | 54.66%-29.8pp | 318.58%-293.7pp |
| Employer contribution / active EE | $361 | $2,043-82.4% | $2,731-86.8% | $2,565-85.9% |
| Participant deferral / active EE | $2,099 | $3,641-42.4% | $4,487-53.2% | $3,952-46.9% |
| Admin fee / account holder | $2,614 | $8,189-68.1% | $7,966-67.2% | $6,261-58.2% |