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 | $98,397 | $89,532+9.9% | $103,431-4.9% | $80,911+21.6% |
| Participation rate | 28.6% | 76.0%-47.5pp | 80.5%-52.0pp | 67.6%-39.1pp |
| Annual return | 13.08% | 22.80%-9.7pp | 23.92%-10.8pp | 35.63%-22.5pp |
| Employer contribution / active EE | $920 | $4,023-77.1% | $4,678-80.3% | $2,756-66.6% |
| Participant deferral / active EE | $2,333 | $5,459-57.3% | $6,625-64.8% | $4,297-45.7% |
| Admin fee / account holder | $1,622 | $6,774-76.1% | $9,412-82.8% | $6,935-76.6% |