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 | $69,763 | $109,620-36.4% | $148,496-53.0% | $94,015-25.8% |
| Participation rate | 35.1% | 71.3%-36.2pp | 76.0%-41.0pp | 70.8%-35.8pp |
| Annual return | 16.15% | 17.54%-1.4pp | 12.33%+3.8pp | 17.84%-1.7pp |
| Employer contribution / active EE | $553 | $2,618-78.9% | $3,497-84.2% | $2,790-80.2% |
| Participant deferral / active EE | $2,156 | $3,831-43.7% | $4,808-55.2% | $4,249-49.3% |
| Admin fee / account holder | $12,167 | $10,050+21.1% | $19,547-37.8% | $8,951+35.9% |