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 | $77,138 | $76,371+1.0% | $93,621-17.6% | $72,975+5.7% |
| Participation rate | 60.3% | 71.8%-11.4pp | 75.8%-15.5pp | 69.5%-9.1pp |
| Annual return | 22.80% | 25.82%-3.0pp | 32.76%-10.0pp | 81.01%-58.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,022 | $3,538-42.9% | $4,070-50.3% | $3,608-43.9% |
| Admin fee / account holder | $5,797 | $6,839-15.2% | $7,890-26.5% | $5,124+13.1% |