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 | $106,638 | $87,059+22.5% | $105,608+1.0% | $80,925+31.8% |
| Participation rate | 55.3% | 70.4%-15.2pp | 75.3%-20.0pp | 67.7%-12.4pp |
| Annual return | 15.81% | 17.05%-1.2pp | 116.50%-100.7pp | 35.65%-19.8pp |
| Employer contribution / active EE | $587 | $2,396-75.5% | $3,167-81.5% | $2,756-78.7% |
| Participant deferral / active EE | $2,802 | $3,986-29.7% | $5,010-44.1% | $4,299-34.8% |
| Admin fee / account holder | $18,318 | $8,443+117.0% | $11,028+66.1% | $6,940+163.9% |