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 | $83,189 | $177,595-53.2% | $148,496-44.0% | $198,609-58.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 14.93% | 9.97%+5.0pp | 12.33%+2.6pp | 202.70%-187.8pp |
| Employer contribution / active EE | $527 | $4,098-87.1% | $3,497-84.9% | $5,055-89.6% |
| Participant deferral / active EE | $5,669 | $5,539+2.3% | $4,808+17.9% | $6,977-18.7% |
| Admin fee / account holder | $12,788 | $27,010-52.7% | $19,547-34.6% | $19,030-32.8% |