Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $94,333 | $81,487+15.8% | $102,412-7.9% | $80,935+16.6% |
| Participation rate | 61.7% | 66.8%-5.1pp | 74.5%-12.8pp | 67.7%-6.0pp |
| Annual return | 20.76% | 25.60%-4.8pp | 24.94%-4.2pp | 35.66%-14.9pp |
| Employer contribution / active EE | $417 | $3,103-86.6% | $3,870-89.2% | $2,757-84.9% |
| Participant deferral / active EE | $2,396 | $3,871-38.1% | $5,060-52.7% | $4,299-44.3% |
| Admin fee / account holder | $18,988 | $6,717+182.7% | $8,388+126.4% | $6,924+174.2% |