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 | $74,087 | $53,128+39.5% | $86,582-14.4% | $70,126+5.6% |
| Participation rate | 51.9% | 65.3%-13.4pp | 73.5%-21.6pp | 69.5%-17.6pp |
| Annual return | 19.25% | 27.66%-8.4pp | 965.08%-945.8pp | 73.15%-53.9pp |
| Employer contribution / active EE | $147 | $2,068-92.9% | $2,839-94.8% | $2,343-93.7% |
| Participant deferral / active EE | $1,961 | $2,695-27.2% | $3,609-45.6% | $3,332-41.1% |
| Admin fee / account holder | $884 | $3,584-75.3% | $4,904-82.0% | $4,645-81.0% |