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 | $100,308 | $123,793-19.0% | $177,848-43.6% | $79,856+25.6% |
| Participation rate | 51.8% | 84.7%-32.9pp | 87.7%-35.9pp | 69.6%-17.9pp |
| Annual return | 13.72% | 22.82%-9.1pp | 48.33%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $880 | $4,095-78.5% | $5,919-85.1% | $2,471-64.4% |
| Participant deferral / active EE | $6,669 | $5,956+12.0% | $7,714-13.5% | $3,741+78.3% |
| Admin fee / account holder | $13,040 | $7,243+80.0% | $12,431+4.9% | $5,306+145.7% |