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 | $51,662 | $50,947+1.4% | $74,551-30.7% | $64,173-19.5% |
| Participation rate | 58.5% | 61.1%-2.6pp | 69.1%-10.7pp | 69.6%-11.1pp |
| Annual return | -6.53% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,852 | $2,302+23.9% | $3,108-8.3% | $3,470-17.8% |
| Admin fee / account holder | $9,808 | $4,221+132.4% | $5,059+93.9% | $4,887+100.7% |