Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,176 | $106,524-25.7% | $152,301-48.0% | $87,485-9.5% |
| Participation rate | 43.9% | 75.8%-31.8pp | 82.4%-38.5pp | 68.9%-25.0pp |
| Annual return | 32.53% | 26.89%+5.6pp | 80.50%-48.0pp | 26.06%+6.5pp |
| Employer contribution / active EE | $401 | $3,371-88.1% | $4,624-91.3% | $2,596-84.6% |
| Participant deferral / active EE | $5,720 | $6,525-12.3% | $8,004-28.5% | $4,274+33.8% |
| Admin fee / account holder | $701 | $8,287-91.5% | $14,398-95.1% | $7,775-91.0% |