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 | $87,509 | $181,896-51.9% | $156,551-44.1% | $273,972-68.1% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | 9.67% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $853 | $6,248-86.3% | $5,501-84.5% | $4,869-82.5% |
| Participant deferral / active EE | $2,113 | $5,550-61.9% | $4,871-56.6% | $5,287-60.0% |
| Admin fee / account holder | $602 | $15,560-96.1% | $13,028-95.4% | $10,133-94.1% |