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 | $66,428 | $56,894+16.8% | $84,753-21.6% | $62,881+5.6% |
| Participation rate | 55.0% | 68.5%-13.5pp | 76.6%-21.6pp | 69.3%-14.3pp |
| Annual return | 8.29% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $446 | $2,400-81.4% | $3,574-87.5% | $2,281-80.4% |
| Participant deferral / active EE | $2,109 | $2,709-22.1% | $3,712-43.2% | $3,203-34.1% |
| Admin fee / account holder | $2,289 | $3,581-36.1% | $5,333-57.1% | $4,296-46.7% |