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 | $88,475 | $135,956-34.9% | $123,894-28.6% | $273,972-67.7% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 9.34% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $482 | $5,170-90.7% | $4,617-89.6% | $4,869-90.1% |
| Participant deferral / active EE | $3,969 | $6,343-37.4% | $5,984-33.7% | $5,287-24.9% |
| Admin fee / account holder | $5,666 | $9,817-42.3% | $8,357-32.2% | $10,133-44.1% |