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 | $89,948 | $73,863+21.8% | $143,797-37.4% | $68,490+31.3% |
| Participation rate | 45.6% | 66.7%-21.1pp | 80.3%-34.8pp | 67.9%-22.3pp |
| Annual return | -14.42% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $113 | $3,185-96.4% | $4,952-97.7% | $2,597-95.6% |
| Participant deferral / active EE | $1,192 | $3,385-64.8% | $5,638-78.9% | $4,028-70.4% |
| Admin fee / account holder | $6,245 | $5,756+8.5% | $14,679-57.5% | $5,403+15.6% |