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 | $90,205 | $105,284-14.3% | $150,734-40.2% | $94,015-4.1% |
| Participation rate | 53.8% | 71.7%-17.9pp | 78.4%-24.6pp | 70.8%-17.0pp |
| Annual return | 13.67% | 15.67%-2.0pp | 600.81%-587.1pp | 17.84%-4.2pp |
| Employer contribution / active EE | $849 | $3,599-76.4% | $4,918-82.7% | $2,790-69.6% |
| Participant deferral / active EE | $2,296 | $4,274-46.3% | $5,610-59.1% | $4,249-46.0% |
| Admin fee / account holder | $6,552 | $9,839-33.4% | $14,905-56.0% | $8,951-26.8% |