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 | $77,387 | $44,103+75.5% | $75,826+2.1% | $64,181+20.6% |
| Participation rate | 48.0% | 62.7%-14.7pp | 68.2%-20.2pp | 69.6%-21.6pp |
| Annual return | -5.72% | -4.72%-1.0pp | 1914.15%-1919.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $243 | $1,446-83.2% | $1,913-87.3% | $2,381-89.8% |
| Participant deferral / active EE | $1,758 | $2,204-20.2% | $2,862-38.6% | $3,470-49.3% |
| Admin fee / account holder | $4,685 | $3,506+33.6% | $4,726-0.9% | $4,887-4.1% |