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 | $23,384 | $64,719-63.9% | $112,249-79.2% | $68,486-65.9% |
| Participation rate | 67.6% | 67.2%+0.4pp | 75.1%-7.5pp | 67.9%-0.3pp |
| Annual return | -13.52% | -11.40%-2.1pp | 27.48%-41.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $140 | $2,747-94.9% | $3,636-96.2% | $2,597-94.6% |
| Participant deferral / active EE | $3,516 | $3,565-1.4% | $4,729-25.6% | $4,028-12.7% |
| Admin fee / account holder | $4,200 | $5,232-19.7% | $6,412-34.5% | $5,404-22.3% |