Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,436 | $62,589+10.9% | $76,768-9.6% | $64,173+8.2% |
| Participation rate | 60.6% | 72.8%-12.2pp | 77.0%-16.4pp | 69.6%-9.0pp |
| Annual return | 12.66% | -1.95%+14.6pp | 2.43%+10.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $358 | $1,832-80.4% | $2,485-85.6% | $2,381-85.0% |
| Participant deferral / active EE | $2,881 | $3,145-8.4% | $3,852-25.2% | $3,470-17.0% |
| Admin fee / account holder | $823 | $4,667-82.4% | $6,675-87.7% | $4,887-83.2% |