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 | $79,603 | $71,878+10.7% | $86,698-8.2% | $68,486+16.2% |
| Participation rate | 28.9% | 72.2%-43.3pp | 76.6%-47.6pp | 67.9%-38.9pp |
| Annual return | -13.83% | 3.53%-17.4pp | 35.95%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $163 | $2,173-92.5% | $2,837-94.3% | $2,597-93.7% |
| Participant deferral / active EE | $1,841 | $3,779-51.3% | $4,656-60.5% | $4,028-54.3% |
| Admin fee / account holder | $27,048 | $6,113+342.5% | $7,493+261.0% | $5,404+400.5% |