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 | $89,957 | $46,877+91.9% | $122,354-26.5% | $70,126+28.3% |
| Participation rate | 36.5% | 58.2%-21.7pp | 71.6%-35.1pp | 69.5%-33.0pp |
| Annual return | 17.75% | 24.22%-6.5pp | 30.28%-12.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $215 | $1,288-83.3% | $4,051-94.7% | $2,343-90.8% |
| Participant deferral / active EE | $1,905 | $2,167-12.1% | $3,287-42.1% | $3,332-42.8% |
| Admin fee / account holder | $724 | $3,324-78.2% | $5,479-86.8% | $4,645-84.4% |