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 | $70,900 | $123,000-42.4% | $105,582-32.8% | $198,609-64.3% |
| Participation rate | 52.9% | 76.8%-23.8pp | 71.8%-18.8pp | 82.4%-29.4pp |
| Annual return | 12.65% | 18.31%-5.7pp | 18.61%-6.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $742 | $3,582-79.3% | $2,984-75.1% | $5,055-85.3% |
| Participant deferral / active EE | $7,146 | $5,013+42.5% | $4,353+64.1% | $6,977+2.4% |
| Admin fee / account holder | $26,404 | $16,254+62.4% | $12,856+105.4% | $19,030+38.7% |