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 | $87,418 | $86,949+0.5% | $102,460-14.7% | $80,959+8.0% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.8pp | 67.7%-22.0pp |
| Annual return | 10.73% | 18.89%-8.2pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $231 | $2,370-90.2% | $3,025-92.4% | $2,757-91.6% |
| Participant deferral / active EE | $2,176 | $4,121-47.2% | $5,056-57.0% | $4,300-49.4% |
| Admin fee / account holder | $1,117 | $8,048-86.1% | $9,460-88.2% | $6,925-83.9% |