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 | $100,405 | $114,712-12.5% | $173,730-42.2% | $87,485+14.8% |
| Participation rate | 53.8% | 73.0%-19.1pp | 79.6%-25.7pp | 68.9%-15.1pp |
| Annual return | 17.67% | 20.18%-2.5pp | 19.96%-2.3pp | 26.06%-8.4pp |
| Employer contribution / active EE | $618 | $2,904-78.7% | $4,577-86.5% | $2,596-76.2% |
| Participant deferral / active EE | $2,473 | $4,642-46.7% | $6,326-60.9% | $4,274-42.1% |
| Admin fee / account holder | $3,776 | $10,210-63.0% | $17,523-78.5% | $7,775-51.4% |