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 | $103,183 | $87,834+17.5% | $133,975-23.0% | $62,881+64.1% |
| Participation rate | 65.7% | 83.4%-17.7pp | 87.1%-21.4pp | 69.3%-3.6pp |
| Annual return | 5.68% | 12.05%-6.4pp | 29.29%-23.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $858 | $3,482-75.4% | $5,211-83.5% | $2,281-62.4% |
| Participant deferral / active EE | $2,760 | $4,812-42.6% | $6,282-56.1% | $3,203-13.8% |
| Admin fee / account holder | $12,048 | $5,372+124.3% | $9,324+29.2% | $4,296+180.5% |