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 | $86,616 | $115,931-25.3% | $185,441-53.3% | $86,983-0.4% |
| Participation rate | 56.2% | 73.6%-17.4pp | 80.3%-24.1pp | 69.5%-13.4pp |
| Annual return | 12.95% | 21.47%-8.5pp | 20.16%-7.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $169 | $2,937-94.3% | $4,672-96.4% | $2,584-93.5% |
| Participant deferral / active EE | $2,491 | $4,551-45.3% | $6,152-59.5% | $4,194-40.6% |
| Admin fee / account holder | $12,429 | $10,687+16.3% | $17,890-30.5% | $7,856+58.2% |