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 | $89,712 | $86,288+4.0% | $111,306-19.4% | $85,851+4.5% |
| Participation rate | 57.4% | 73.3%-16.0pp | 77.3%-20.0pp | 69.3%-12.0pp |
| Annual return | 16.95% | 19.99%-3.0pp | 54.67%-37.7pp | 318.63%-301.7pp |
| Employer contribution / active EE | $151 | $2,044-92.6% | $2,732-94.5% | $2,565-94.1% |
| Participant deferral / active EE | $2,286 | $3,641-37.2% | $4,488-49.1% | $3,952-42.2% |
| Admin fee / account holder | $7,938 | $8,189-3.1% | $7,966-0.4% | $6,261+26.8% |