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 | $66,812 | $94,529-29.3% | $140,019-52.3% | $64,173+4.1% |
| Participation rate | 49.3% | 84.1%-34.8pp | 87.5%-38.2pp | 69.6%-20.3pp |
| Annual return | -5.01% | 7.77%-12.8pp | 651.17%-656.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $490 | $3,812-87.1% | $5,605-91.3% | $2,381-79.4% |
| Participant deferral / active EE | $3,278 | $5,250-37.6% | $6,927-52.7% | $3,470-5.5% |
| Admin fee / account holder | $5,371 | $6,741-20.3% | $10,705-49.8% | $4,887+9.9% |