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 | $108,784 | $76,551+42.1% | $123,894-12.2% | $62,881+73.0% |
| Participation rate | 61.7% | 73.0%-11.3pp | 81.4%-19.7pp | 69.3%-7.6pp |
| Annual return | 6.70% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $40 | $2,882-98.6% | $4,617-99.1% | $2,281-98.3% |
| Participant deferral / active EE | $5,989 | $4,840+23.7% | $5,984+0.1% | $3,203+87.0% |
| Admin fee / account holder | $361 | $4,826-92.5% | $8,357-95.7% | $4,296-91.6% |