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 | $98,464 | $78,423+25.6% | $95,964+2.6% | $79,856+23.3% |
| Participation rate | 68.0% | 73.5%-5.5pp | 77.1%-9.1pp | 69.6%-1.6pp |
| Annual return | 16.70% | 19.37%-2.7pp | 91.64%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $409 | $1,945-79.0% | $2,541-83.9% | $2,471-83.5% |
| Participant deferral / active EE | $2,725 | $3,440-20.8% | $4,167-34.6% | $3,741-27.1% |
| Admin fee / account holder | $5,568 | $5,622-1.0% | $6,797-18.1% | $5,306+4.9% |