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 | $47,812 | $49,280-3.0% | $67,313-29.0% | $64,181-25.5% |
| Participation rate | 61.3% | 60.8%+0.5pp | 69.1%-7.8pp | 69.6%-8.3pp |
| Annual return | -5.16% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,310 | $2,484+33.2% | $3,568-7.3% | $3,470-4.6% |
| Admin fee / account holder | $3,131 | $3,863-18.9% | $4,507-30.5% | $4,887-35.9% |