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.
Participant 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 | $76,924 | $46,697+64.7% | $117,529-34.5% | $68,490+12.3% |
| Participation rate | 54.8% | 56.8%-1.9pp | 70.6%-15.8pp | 67.9%-13.1pp |
| Annual return | -15.02% | -14.52%-0.5pp | 29.77%-44.8pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,589 | $1,506+5.5% | $4,179-62.0% | $2,597-38.8% |
| Participant deferral / active EE | $753 | $2,637-71.5% | $4,072-81.5% | $4,028-81.3% |
| Admin fee / account holder | $1,970 | $4,023-51.0% | $5,645-65.1% | $5,403-63.5% |