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 | $96,624 | $106,749-9.5% | $145,433-33.6% | $82,448+17.2% |
| Participation rate | 60.9% | 75.6%-14.7pp | 82.1%-21.2pp | 68.1%-7.1pp |
| Annual return | 28.35% | 27.59%+0.8pp | 66.58%-38.2pp | 41.64%-13.3pp |
| Employer contribution / active EE | $407 | $3,444-88.2% | $4,554-91.1% | $2,551-84.0% |
| Participant deferral / active EE | $6,809 | $6,519+4.5% | $7,897-13.8% | $4,139+64.5% |
| Admin fee / account holder | $14,672 | $8,390+74.9% | $13,129+11.8% | $7,234+102.8% |