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 | $73,020 | $83,485-12.5% | $125,195-41.7% | $72,976+0.1% |
| Participation rate | 68.1% | 73.3%-5.2pp | 79.8%-11.7pp | 69.5%-1.4pp |
| Annual return | 20.61% | 25.77%-5.2pp | 43.79%-23.2pp | 81.02%-60.4pp |
| Employer contribution / active EE | $462 | $2,346-80.3% | $3,866-88.0% | $2,440-81.1% |
| Participant deferral / active EE | $3,400 | $3,586-5.2% | $4,937-31.1% | $3,608-5.8% |
| Admin fee / account holder | $5,418 | $5,518-1.8% | $9,704-44.2% | $5,124+5.7% |