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 | $71,276 | $49,280+44.6% | $67,313+5.9% | $64,173+11.1% |
| Participation rate | 63.9% | 60.8%+3.1pp | 69.1%-5.2pp | 69.6%-5.7pp |
| Annual return | -5.54% | -1.39%-4.1pp | -4.08%-1.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,138 | $2,484+66.6% | $3,568+16.0% | $3,470+19.3% |
| Admin fee / account holder | $5,344 | $3,863+38.3% | $4,507+18.6% | $4,887+9.3% |