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 | $105,162 | $95,453+10.2% | $112,040-6.1% | $82,448+27.5% |
| Participation rate | 38.6% | 72.8%-34.2pp | 76.5%-37.9pp | 68.1%-29.5pp |
| Annual return | 13.83% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $453 | $2,318-80.4% | $2,954-84.7% | $2,551-82.2% |
| Participant deferral / active EE | $2,709 | $4,224-35.9% | $5,098-46.9% | $4,139-34.6% |
| Admin fee / account holder | $8,209 | $9,013-8.9% | $12,098-32.1% | $7,234+13.5% |