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 | $108,963 | $81,777+33.2% | $148,496-26.6% | $69,733+56.3% |
| Participation rate | 35.0% | 70.9%-35.9pp | 76.0%-41.0pp | 62.5%-27.5pp |
| Annual return | 13.42% | 14.38%-1.0pp | 12.33%+1.1pp | 15.22%-1.8pp |
| Employer contribution / active EE | $496 | $2,488-80.1% | $3,497-85.8% | $2,250-77.9% |
| Participant deferral / active EE | $1,653 | $3,367-50.9% | $4,808-65.6% | $3,054-45.9% |
| Admin fee / account holder | $12,982 | $2,991+334.1% | $19,547-33.6% | $3,102+318.5% |