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 | $88,366 | $95,453-7.4% | $112,040-21.1% | $82,448+7.2% |
| Participation rate | 38.9% | 72.8%-33.9pp | 76.5%-37.6pp | 68.1%-29.2pp |
| Annual return | 14.99% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $620 | $2,318-73.2% | $2,954-79.0% | $2,551-75.7% |
| Participant deferral / active EE | $1,974 | $4,224-53.3% | $5,098-61.3% | $4,139-52.3% |
| Admin fee / account holder | $6,668 | $9,013-26.0% | $12,098-44.9% | $7,234-7.8% |