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 | $77,382 | $72,273+7.1% | $101,275-23.6% | $79,856-3.1% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 19.21% | 22.30%-3.1pp | 46.48%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $115 | $2,691-95.7% | $3,660-96.8% | $2,471-95.3% |
| Participant deferral / active EE | $2,742 | $3,282-16.4% | $4,371-37.3% | $3,741-26.7% |
| Admin fee / account holder | $1,162 | $4,401-73.6% | $5,948-80.5% | $5,306-78.1% |