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 | $58,559 | $49,451+18.4% | $79,580-26.4% | $66,938-12.5% |
| Participation rate | 53.9% | 61.3%-7.4pp | 69.5%-15.6pp | 69.8%-15.9pp |
| Annual return | -15.54% | 84.25%-99.8pp | 0.15%-15.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $260 | $1,266-79.5% | $2,413-89.2% | $2,545-89.8% |
| Participant deferral / active EE | $3,279 | $3,159+3.8% | $3,985-17.7% | $4,238-22.6% |
| Admin fee / account holder | $3,903 | $595+556.5% | $6,835-42.9% | $594+557.7% |