Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,106 | $86,938-9.0% | $102,423-22.8% | $80,925-2.2% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.7%-47.7pp |
| Annual return | 10.77% | 18.89%-8.1pp | 29.42%-18.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $461 | $2,369-80.5% | $3,023-84.8% | $2,756-83.3% |
| Participant deferral / active EE | $6,279 | $4,120+52.4% | $5,054+24.2% | $4,299+46.1% |
| Admin fee / account holder | $33,650 | $8,053+317.9% | $9,455+255.9% | $6,940+384.9% |