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 | $92,263 | $95,453-3.3% | $112,040-17.7% | $82,448+11.9% |
| Participation rate | 67.4% | 72.8%-5.3pp | 76.5%-9.1pp | 68.1%-0.6pp |
| Annual return | 14.12% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $654 | $2,318-71.8% | $2,954-77.8% | $2,551-74.3% |
| Participant deferral / active EE | $4,484 | $4,224+6.2% | $5,098-12.0% | $4,139+8.3% |
| Admin fee / account holder | $20,901 | $9,013+131.9% | $12,098+72.8% | $7,234+188.9% |