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 | $50,856 | $61,660-17.5% | $80,022-36.4% | $64,181-20.8% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | -4.99% | -0.33%-4.7pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $375 | $1,810-79.3% | $2,468-84.8% | $2,381-84.2% |
| Participant deferral / active EE | $1,639 | $2,968-44.8% | $3,686-55.5% | $3,470-52.8% |
| Admin fee / account holder | $7,008 | $5,417+29.4% | $6,521+7.5% | $4,887+43.4% |