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 | $67,772 | $54,541+24.3% | $78,778-14.0% | $70,126-3.4% |
| Participation rate | 36.8% | 60.8%-24.0pp | 69.2%-32.3pp | 69.5%-32.7pp |
| Annual return | 14.02% | 21.07%-7.1pp | 35.62%-21.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $116 | $1,089-89.3% | $1,986-94.2% | $2,343-95.0% |
| Participant deferral / active EE | $1,328 | $2,210-39.9% | $2,958-55.1% | $3,332-60.1% |
| Admin fee / account holder | $6,752 | $3,709+82.1% | $5,134+31.5% | $4,645+45.4% |