Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $91,567 | $91,760-0.2% | $156,181-41.4% | $67,986+34.7% |
| Participation rate | 37.5% | 65.0%-27.5pp | 78.8%-41.3pp | 57.2%-19.7pp |
| Annual return | 15.43% | 18.14%-2.7pp | 64.87%-49.4pp | 31.67%-16.2pp |
| Employer contribution / active EE | $487 | $2,419-79.9% | $4,294-88.7% | $2,019-75.9% |
| Participant deferral / active EE | $2,611 | $3,960-34.1% | $6,132-57.4% | $3,358-22.2% |
| Admin fee / account holder | $9,951 | $3,949+152.0% | $14,586-31.8% | $3,203+210.6% |