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 | $91,839 | $78,428+17.1% | $95,960-4.3% | $79,852+15.0% |
| Participation rate | 57.8% | 73.5%-15.7pp | 77.1%-19.2pp | 69.6%-11.8pp |
| Annual return | 13.60% | 19.37%-5.8pp | 91.63%-78.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $211 | $1,945-89.2% | $2,541-91.7% | $2,471-91.5% |
| Participant deferral / active EE | $2,521 | $3,440-26.7% | $4,167-39.5% | $3,740-32.6% |
| Admin fee / account holder | $3,661 | $5,622-34.9% | $6,797-46.1% | $5,306-31.0% |