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 | $43,224 | $42,383+2.0% | $76,518-43.5% | $64,173-32.6% |
| Participation rate | 58.2% | 58.1%+0.1pp | 68.0%-9.8pp | 69.6%-11.4pp |
| Annual return | -6.94% | -16.54%+9.6pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,989 | $2,566+16.5% | $3,836-22.1% | $3,470-13.9% |
| Admin fee / account holder | $1,479 | $3,198-53.7% | $4,849-69.5% | $4,887-69.7% |