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 | $78,263 | $67,602+15.8% | $82,312-4.9% | $70,126+11.6% |
| Participation rate | 53.3% | 72.8%-19.4pp | 76.9%-23.6pp | 69.5%-16.2pp |
| Annual return | 17.51% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,521 | $2,987+151.8% | $3,706+102.9% | $3,332+125.7% |
| Admin fee / account holder | $4,699 | $4,512+4.2% | $5,608-16.2% | $4,645+1.1% |