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 | $102,394 | $109,359-6.4% | $162,177-36.9% | $72,975+40.3% |
| Participation rate | 53.5% | 84.3%-30.8pp | 87.6%-34.1pp | 69.5%-16.0pp |
| Annual return | 22.43% | 25.46%-3.0pp | 115.60%-93.2pp | 81.01%-58.6pp |
| Employer contribution / active EE | $463 | $3,907-88.1% | $5,613-91.8% | $2,440-81.0% |
| Participant deferral / active EE | $4,630 | $5,481-15.5% | $7,297-36.5% | $3,608+28.3% |
| Admin fee / account holder | $24,120 | $7,972+202.6% | $10,843+122.4% | $5,124+370.7% |