Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,481 | $95,453-15.7% | $112,040-28.2% | $82,448-2.4% |
| Participation rate | 56.9% | 72.8%-15.9pp | 76.5%-19.6pp | 68.1%-11.2pp |
| Annual return | 13.40% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $534 | $2,318-76.9% | $2,954-81.9% | $2,551-79.1% |
| Participant deferral / active EE | $3,184 | $4,224-24.6% | $5,098-37.5% | $4,139-23.1% |
| Admin fee / account holder | $22,711 | $9,013+152.0% | $12,098+87.7% | $7,234+213.9% |