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 | $99,930 | $72,272+38.3% | $101,264-1.3% | $79,858+25.1% |
| Participation rate | 40.6% | 68.5%-27.8pp | 75.8%-35.2pp | 69.6%-29.0pp |
| Annual return | 12.41% | 22.30%-9.9pp | 46.48%-34.1pp | 31.72%-19.3pp |
| Employer contribution / active EE | $234 | $2,692-91.3% | $3,660-93.6% | $2,471-90.5% |
| Participant deferral / active EE | $2,608 | $3,282-20.5% | $4,370-40.3% | $3,740-30.3% |
| Admin fee / account holder | $3,757 | $4,401-14.6% | $5,947-36.8% | $5,306-29.2% |