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 | $98,397 | $89,515+9.9% | $103,065-4.5% | $80,959+21.5% |
| Participation rate | 28.6% | 76.0%-47.4pp | 80.6%-52.0pp | 67.7%-39.1pp |
| Annual return | 13.08% | 22.82%-9.7pp | 23.95%-10.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $920 | $4,015-77.1% | $4,675-80.3% | $2,757-66.6% |
| Participant deferral / active EE | $2,333 | $5,463-57.3% | $6,625-64.8% | $4,300-45.7% |
| Admin fee / account holder | $1,622 | $6,527-75.2% | $9,349-82.7% | $6,925-76.6% |