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 | $99,320 | $73,978+34.3% | $96,515+2.9% | $75,173+32.1% |
| Participation rate | 31.9% | 66.4%-34.6pp | 74.3%-42.5pp | 67.2%-35.3pp |
| Annual return | 17.68% | 26.72%-9.0pp | 35.73%-18.1pp | 160.72%-143.0pp |
| Employer contribution / active EE | $511 | $2,931-82.6% | $3,740-86.3% | $2,671-80.9% |
| Participant deferral / active EE | $2,848 | $3,660-22.2% | $4,880-41.6% | $4,126-31.0% |
| Admin fee / account holder | $5,074 | $5,219-2.8% | $6,735-24.7% | $5,651-10.2% |