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 | $87,842 | $78,425+12.0% | $95,956-8.5% | $79,858+10.0% |
| Participation rate | 66.2% | 73.5%-7.3pp | 77.1%-10.9pp | 69.6%-3.5pp |
| Annual return | 11.69% | 19.37%-7.7pp | 91.63%-79.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $32 | $1,945-98.3% | $2,541-98.7% | $2,471-98.7% |
| Participant deferral / active EE | $2,128 | $3,440-38.1% | $4,167-48.9% | $3,740-43.1% |
| Admin fee / account holder | $3,361 | $5,622-40.2% | $6,797-50.6% | $5,306-36.7% |