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 | $100,417 | $95,404+5.3% | $113,397-11.4% | $82,637+21.5% |
| Participation rate | 69.7% | 72.8%-3.2pp | 76.5%-6.8pp | 68.1%+1.6pp |
| Annual return | 15.76% | 19.08%-3.3pp | 23.20%-7.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $360 | $2,307-84.4% | $2,977-87.9% | $2,552-85.9% |
| Participant deferral / active EE | $2,036 | $4,220-51.7% | $5,076-59.9% | $4,126-50.6% |
| Admin fee / account holder | $935 | $9,168-89.8% | $11,957-92.2% | $7,339-87.3% |