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 | $80,892 | $95,453-15.3% | $112,040-27.8% | $82,448-1.9% |
| Participation rate | 40.3% | 72.8%-32.5pp | 76.5%-36.2pp | 68.1%-27.8pp |
| Annual return | 16.14% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $560 | $2,318-75.9% | $2,954-81.1% | $2,551-78.1% |
| Participant deferral / active EE | $2,080 | $4,224-50.8% | $5,098-59.2% | $4,139-49.8% |
| Admin fee / account holder | $17,555 | $9,013+94.8% | $12,098+45.1% | $7,234+142.7% |