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 | $74,767 | $72,486+3.1% | $87,103-14.2% | $72,976+2.5% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 22.28% | 24.46%-2.2pp | 28.19%-5.9pp | 81.02%-58.7pp |
| Employer contribution / active EE | $144 | $1,894-92.4% | $2,521-94.3% | $2,440-94.1% |
| Participant deferral / active EE | $2,652 | $3,270-18.9% | $4,049-34.5% | $3,608-26.5% |
| Admin fee / account holder | $3,574 | $5,055-29.3% | $7,491-52.3% | $5,124-30.3% |