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 | $75,861 | $54,763+38.5% | $90,324-16.0% | $72,976+4.0% |
| Participation rate | 37.0% | 65.2%-28.1pp | 73.3%-36.2pp | 69.5%-32.5pp |
| Annual return | 17.99% | 30.63%-12.6pp | 78.15%-60.2pp | 81.02%-63.0pp |
| Employer contribution / active EE | $129 | $2,093-93.8% | $2,856-95.5% | $2,440-94.7% |
| Participant deferral / active EE | $3,406 | $2,887+18.0% | $3,885-12.3% | $3,608-5.6% |
| Admin fee / account holder | $691 | $3,973-82.6% | $5,356-87.1% | $5,124-86.5% |