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 | $91,759 | $153,769-40.3% | $133,975-31.5% | $273,972-66.5% |
| Participation rate | 53.8% | 88.4%-34.5pp | 87.1%-33.2pp | 83.0%-29.2pp |
| Annual return | 8.74% | 36.51%-27.8pp | 29.29%-20.6pp | 41.46%-32.7pp |
| Employer contribution / active EE | $792 | $6,029-86.9% | $5,211-84.8% | $4,869-83.7% |
| Participant deferral / active EE | $2,835 | $6,958-59.3% | $6,282-54.9% | $5,287-46.4% |
| Admin fee / account holder | $2,789 | $11,765-76.3% | $9,324-70.1% | $10,133-72.5% |