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 | $60,883 | $62,586-2.7% | $76,766-20.7% | $64,181-5.1% |
| Participation rate | 45.7% | 72.8%-27.1pp | 77.0%-31.2pp | 69.6%-23.9pp |
| Annual return | -4.35% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $190 | $1,832-89.6% | $2,485-92.4% | $2,381-92.0% |
| Participant deferral / active EE | $1,984 | $3,145-36.9% | $3,851-48.5% | $3,470-42.8% |
| Admin fee / account holder | $2,333 | $4,667-50.0% | $6,675-65.1% | $4,887-52.3% |