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 | $123,478-24.6% | $216,567-57.0% | $94,015-1.0% |
| Participation rate | 63.8% | 75.1%-11.3pp | 81.6%-17.9pp | 70.8%-7.1pp |
| Annual return | 22.03% | 23.61%-1.6pp | 12.94%+9.1pp | 17.84%+4.2pp |
| Employer contribution / active EE | $535 | $3,136-82.9% | $5,216-89.7% | $2,790-80.8% |
| Participant deferral / active EE | $6,257 | $4,556+37.3% | $6,191+1.1% | $4,249+47.3% |
| Admin fee / account holder | $1,239 | $12,753-90.3% | $21,981-94.4% | $8,951-86.2% |