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 | $86,123 | $146,267-41.1% | $197,124-56.3% | $82,448+4.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 86.7%-46.7pp | 68.1%-28.1pp |
| Annual return | 17.38% | 29.61%-12.2pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $567 | $4,723-88.0% | $6,227-90.9% | $2,551-77.8% |
| Participant deferral / active EE | $4,753 | $7,035-32.4% | $9,135-48.0% | $4,139+14.8% |
| Admin fee / account holder | $1,575 | $14,422-89.1% | $16,298-90.3% | $7,234-78.2% |