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 | $61,899 | $49,280+25.6% | $67,313-8.0% | $64,173-3.5% |
| Participation rate | 53.5% | 60.8%-7.3pp | 69.1%-15.6pp | 69.6%-16.0pp |
| Annual return | -3.06% | -1.39%-1.7pp | -4.08%+1.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $253 | $1,668-84.9% | $2,566-90.2% | $2,381-89.4% |
| Participant deferral / active EE | $2,371 | $2,484-4.6% | $3,568-33.6% | $3,470-31.7% |
| Admin fee / account holder | $1,023 | $3,863-73.5% | $4,507-77.3% | $4,887-79.1% |