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 | $95,619 | $65,361+46.3% | $92,903+2.9% | $72,983+31.0% |
| Participation rate | 43.4% | 68.3%-24.9pp | 76.0%-32.6pp | 69.5%-26.1pp |
| Annual return | 22.23% | 42.11%-19.9pp | 109.43%-87.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $443 | $2,594-82.9% | $3,653-87.9% | $2,440-81.9% |
| Participant deferral / active EE | $2,478 | $3,128-20.8% | $4,238-41.5% | $3,608-31.3% |
| Admin fee / account holder | $23,264 | $4,251+447.3% | $5,795+301.5% | $5,124+354.0% |