Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $74,986 | $86,949-13.8% | $102,460-26.8% | $80,959-7.4% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-21.0pp | 67.7%-12.1pp |
| Annual return | 13.27% | 18.89%-5.6pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $304 | $2,370-87.2% | $3,025-90.0% | $2,757-89.0% |
| Participant deferral / active EE | $3,038 | $4,121-26.3% | $5,056-39.9% | $4,300-29.4% |
| Admin fee / account holder | $26,684 | $8,048+231.6% | $9,460+182.1% | $6,925+285.3% |