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 | $91,510 | $81,487+12.3% | $102,412-10.6% | $80,935+13.1% |
| Participation rate | 31.0% | 66.8%-35.8pp | 74.5%-43.5pp | 67.7%-36.6pp |
| Annual return | 12.00% | 25.60%-13.6pp | 24.94%-12.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $406 | $3,103-86.9% | $3,870-89.5% | $2,757-85.3% |
| Participant deferral / active EE | $2,028 | $3,871-47.6% | $5,060-59.9% | $4,299-52.8% |
| Admin fee / account holder | $9,028 | $6,717+34.4% | $8,388+7.6% | $6,924+30.4% |