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 | $63,199 | $73,839-14.4% | $143,788-56.0% | $68,495-7.7% |
| Participation rate | 47.2% | 66.7%-19.4pp | 80.3%-33.1pp | 67.9%-20.7pp |
| Annual return | -0.44% | 1.01%-1.5pp | -0.03%-0.4pp | -7.84%+7.4pp |
| Employer contribution / active EE | $155 | $3,184-95.1% | $4,952-96.9% | $2,596-94.0% |
| Participant deferral / active EE | $2,749 | $3,384-18.8% | $5,638-51.3% | $4,028-31.8% |
| Admin fee / account holder | $1,198 | $5,755-79.2% | $14,675-91.8% | $5,403-77.8% |