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 | $83,569 | $71,230+17.3% | $93,727-10.8% | $80,959+3.2% |
| Participation rate | 47.8% | 60.4%-12.6pp | 68.7%-20.9pp | 67.7%-19.9pp |
| Annual return | 15.25% | 11.26%+4.0pp | 133.83%-118.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $287 | $1,565-81.7% | $2,421-88.1% | $2,757-89.6% |
| Participant deferral / active EE | $2,661 | $4,037-34.1% | $4,417-39.8% | $4,300-38.1% |
| Admin fee / account holder | $15,145 | $6,961+117.6% | $8,292+82.7% | $6,925+118.7% |