Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,185 | $125,797-31.5% | $170,057-49.3% | $75,177+14.6% |
| Participation rate | 69.2% | 83.6%-14.4pp | 87.0%-17.8pp | 67.2%+2.0pp |
| Annual return | 22.91% | 27.20%-4.3pp | 53.42%-30.5pp | 160.75%-137.8pp |
| Employer contribution / active EE | $1,044 | $4,616-77.4% | $6,790-84.6% | $2,671-60.9% |
| Participant deferral / active EE | $3,068 | $6,838-55.1% | $10,411-70.5% | $4,126-25.6% |
| Admin fee / account holder | $4,427 | $8,177-45.9% | $12,826-65.5% | $5,651-21.7% |