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 | $44,391 | $73,019-39.2% | $90,766-51.1% | $68,490-35.2% |
| Participation rate | 54.7% | 70.8%-16.1pp | 75.7%-21.0pp | 67.9%-13.2pp |
| Annual return | -15.67% | -13.81%-1.9pp | -12.16%-3.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $472 | $2,193-78.5% | $2,922-83.8% | $2,597-81.8% |
| Participant deferral / active EE | $2,567 | $3,626-29.2% | $4,565-43.8% | $4,028-36.3% |
| Admin fee / account holder | $10,311 | $5,897+74.9% | $8,446+22.1% | $5,403+90.8% |