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 | $73,198 | $71,197+2.8% | $93,669-21.9% | $80,925-9.5% |
| Participation rate | 26.5% | 60.4%-33.9pp | 68.7%-42.2pp | 67.7%-41.2pp |
| Annual return | 10.18% | 11.27%-1.1pp | 133.59%-123.4pp | 35.65%-25.5pp |
| Employer contribution / active EE | $83 | $1,565-94.7% | $2,424-96.6% | $2,756-97.0% |
| Participant deferral / active EE | $1,472 | $4,036-63.5% | $4,416-66.7% | $4,299-65.7% |
| Admin fee / account holder | $7,037 | $6,959+1.1% | $8,291-15.1% | $6,940+1.4% |