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 | $88,217 | $91,120-3.2% | $161,149-45.3% | $64,097+37.6% |
| Participation rate | 36.7% | 62.2%-25.5pp | 78.8%-42.2pp | 55.2%-18.5pp |
| Annual return | 18.33% | 17.95%+0.4pp | 21.16%-2.8pp | 34.64%-16.3pp |
| Employer contribution / active EE | $264 | $2,284-88.4% | $4,360-93.9% | $1,891-86.0% |
| Participant deferral / active EE | $2,005 | $3,708-45.9% | $6,153-67.4% | $3,080-34.9% |
| Admin fee / account holder | $3,971 | $4,535-12.4% | $15,194-73.9% | $3,454+15.0% |