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 | $69,042 | $50,947+35.5% | $74,549-7.4% | $64,173+7.6% |
| Participation rate | 32.3% | 61.1%-28.8pp | 69.1%-36.9pp | 69.6%-37.3pp |
| Annual return | -5.32% | -1.85%-3.5pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,968 | $2,302-14.5% | $3,108-36.7% | $3,470-43.3% |
| Admin fee / account holder | $14,444 | $4,221+242.2% | $5,059+185.5% | $4,887+195.5% |