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 | $75,341 | $72,471+4.0% | $94,215-20.0% | $86,983-13.4% |
| Participation rate | 42.9% | 63.9%-21.0pp | 70.0%-27.1pp | 69.5%-26.7pp |
| Annual return | 12.20% | 26.44%-14.2pp | 28.22%-16.0pp | 25.83%-13.6pp |
| Employer contribution / active EE | $286 | $1,936-85.2% | $2,675-89.3% | $2,584-88.9% |
| Participant deferral / active EE | $1,542 | $3,397-54.6% | $4,276-63.9% | $4,194-63.2% |
| Admin fee / account holder | $10,356 | $6,468+60.1% | $10,216+1.4% | $7,856+31.8% |