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 | $56,966 | $71,873-20.7% | $86,698-34.3% | $68,490-16.8% |
| Participation rate | 61.7% | 72.2%-10.5pp | 76.6%-14.9pp | 67.9%-6.2pp |
| Annual return | -14.01% | 3.54%-17.5pp | 35.96%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $555 | $2,173-74.5% | $2,837-80.4% | $2,597-78.6% |
| Participant deferral / active EE | $1,762 | $3,779-53.4% | $4,656-62.2% | $4,028-56.3% |
| Admin fee / account holder | $2,927 | $6,110-52.1% | $7,492-60.9% | $5,403-45.8% |