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 | $71,048 | $81,870-13.2% | $119,608-40.6% | $68,495+3.7% |
| Participation rate | 65.9% | 71.9%-6.0pp | 79.3%-13.4pp | 67.9%-2.0pp |
| Annual return | -16.08% | -23.82%+7.7pp | -14.98%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $436 | $2,692-83.8% | $4,232-89.7% | $2,596-83.2% |
| Participant deferral / active EE | $4,523 | $4,148+9.0% | $5,601-19.3% | $4,028+12.3% |
| Admin fee / account holder | $3,907 | $6,583-40.6% | $10,326-62.2% | $5,403-27.7% |