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 | $93,112 | $108,825-14.4% | $156,181-40.4% | $82,448+12.9% |
| Participation rate | 63.8% | 72.4%-8.6pp | 78.8%-15.1pp | 68.1%-4.3pp |
| Annual return | 22.03% | 20.59%+1.4pp | 64.87%-42.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $535 | $2,870-81.4% | $4,294-87.5% | $2,551-79.0% |
| Participant deferral / active EE | $6,257 | $4,577+36.7% | $6,132+2.0% | $4,139+51.2% |
| Admin fee / account holder | $1,239 | $9,341-86.7% | $14,586-91.5% | $7,234-82.9% |