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 | $84,532 | $72,492+16.6% | $87,104-3.0% | $72,975+15.8% |
| Participation rate | 39.5% | 72.8%-33.3pp | 76.9%-37.4pp | 69.5%-30.0pp |
| Annual return | 19.07% | 24.46%-5.4pp | 28.19%-9.1pp | 81.01%-61.9pp |
| Employer contribution / active EE | $112 | $1,894-94.1% | $2,521-95.5% | $2,440-95.4% |
| Participant deferral / active EE | $3,673 | $3,270+12.4% | $4,048-9.3% | $3,608+1.8% |
| Admin fee / account holder | $30,775 | $5,055+508.8% | $7,491+310.8% | $5,124+500.6% |