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 | $80,440 | $76,669+4.9% | $96,520-16.7% | $71,495+12.5% |
| Participation rate | 21.4% | 66.6%-45.2pp | 74.3%-53.0pp | 67.9%-46.6pp |
| Annual return | 21.45% | 48.29%-26.8pp | 35.72%-14.3pp | 28.85%-7.4pp |
| Employer contribution / active EE | $177 | $3,031-94.2% | $3,739-95.3% | $2,589-93.2% |
| Participant deferral / active EE | $2,222 | $3,771-41.1% | $4,879-54.5% | $4,291-48.2% |
| Admin fee / account holder | $4,824 | $2,028+137.9% | $6,733-28.4% | $1,588+203.8% |