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 | $76,541 | $86,922-11.9% | $102,438-25.3% | $80,874-5.4% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 22.67% | 18.90%+3.8pp | 29.37%-6.7pp | 35.62%-13.0pp |
| Employer contribution / active EE | $495 | $2,369-79.1% | $3,024-83.6% | $2,756-82.1% |
| Participant deferral / active EE | $4,946 | $4,119+20.1% | $5,054-2.1% | $4,297+15.1% |
| Admin fee / account holder | $20,523 | $8,050+155.0% | $9,448+117.2% | $6,935+195.9% |