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 | $91,965 | $97,550-5.7% | $120,344-23.6% | $87,485+5.1% |
| Participation rate | 24.2% | 72.8%-48.6pp | 76.7%-52.5pp | 68.9%-44.7pp |
| Annual return | 13.90% | 18.41%-4.5pp | 20.30%-6.4pp | 26.06%-12.2pp |
| Employer contribution / active EE | $640 | $2,291-72.1% | $3,020-78.8% | $2,596-75.3% |
| Participant deferral / active EE | $1,974 | $4,230-53.3% | $5,135-61.6% | $4,274-53.8% |
| Admin fee / account holder | $10,407 | $9,543+9.1% | $12,742-18.3% | $7,775+33.9% |