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 | $115,931-13.4% | $185,441-45.9% | $86,983+15.4% |
| Participation rate | 53.8% | 73.6%-19.8pp | 80.3%-26.4pp | 69.5%-15.7pp |
| Annual return | 17.67% | 21.47%-3.8pp | 20.16%-2.5pp | 25.83%-8.2pp |
| Employer contribution / active EE | $618 | $2,937-78.9% | $4,672-86.8% | $2,584-76.1% |
| Participant deferral / active EE | $2,473 | $4,551-45.7% | $6,152-59.8% | $4,194-41.0% |
| Admin fee / account holder | $3,776 | $10,687-64.7% | $17,890-78.9% | $7,856-51.9% |