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 | $87,938 | $68,880+27.7% | $120,580-27.1% | $80,959+8.6% |
| Participation rate | 48.7% | 61.7%-13.0pp | 72.0%-23.2pp | 67.7%-18.9pp |
| Annual return | 14.01% | 23.68%-9.7pp | 107.48%-93.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $115 | $2,066-94.4% | $3,469-96.7% | $2,757-95.8% |
| Participant deferral / active EE | $2,695 | $3,191-15.5% | $4,995-46.1% | $4,300-37.3% |
| Admin fee / account holder | $3,097 | $5,785-46.5% | $9,418-67.1% | $6,925-55.3% |