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 | $75,753 | $72,404+4.6% | $110,243-31.3% | $64,173+18.0% |
| Participation rate | 27.6% | 73.3%-45.7pp | 79.8%-52.2pp | 69.6%-41.9pp |
| Annual return | -4.34% | -6.29%+2.0pp | 314.76%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $417 | $2,282-81.7% | $3,827-89.1% | $2,381-82.5% |
| Participant deferral / active EE | $1,670 | $3,469-51.9% | $4,672-64.3% | $3,470-51.9% |
| Admin fee / account holder | $5,880 | $5,664+3.8% | $8,548-31.2% | $4,887+20.3% |