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 | $98,923 | $101,795-2.8% | $165,100-40.1% | $80,959+22.2% |
| Participation rate | 51.9% | 71.8%-19.9pp | 78.6%-26.7pp | 67.7%-15.7pp |
| Annual return | 16.84% | 16.73%+0.1pp | 70.21%-53.4pp | 35.67%-18.8pp |
| Employer contribution / active EE | $665 | $2,954-77.5% | $4,348-84.7% | $2,757-75.9% |
| Participant deferral / active EE | $4,995 | $4,476+11.6% | $6,035-17.2% | $4,300+16.2% |
| Admin fee / account holder | $25,211 | $8,221+206.7% | $12,696+98.6% | $6,925+264.0% |