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 | $78,073 | $65,246+19.7% | $98,716-20.9% | $67,986+14.8% |
| Participation rate | 31.4% | 51.4%-20.1pp | 69.3%-37.9pp | 57.2%-25.8pp |
| Annual return | 17.72% | 20.58%-2.9pp | 31.81%-14.1pp | 31.67%-13.9pp |
| Employer contribution / active EE | $104 | $1,042-90.0% | $2,279-95.4% | $2,019-94.8% |
| Participant deferral / active EE | $1,748 | $2,594-32.6% | $4,048-56.8% | $3,358-47.9% |
| Admin fee / account holder | $11,705 | $4,561+156.6% | $8,703+34.5% | $3,203+265.4% |