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 | $102,436 | $77,817+31.6% | $123,553-17.1% | $64,173+59.6% |
| Participation rate | 63.2% | 74.7%-11.6pp | 82.3%-19.1pp | 69.6%-6.4pp |
| Annual return | -5.15% | 12.49%-17.6pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $473 | $3,014-84.3% | $4,628-89.8% | $2,381-80.1% |
| Participant deferral / active EE | $5,245 | $5,240+0.1% | $6,426-18.4% | $3,470+51.2% |
| Admin fee / account holder | $58,037 | $5,519+951.6% | $9,284+525.1% | $4,887+1087.5% |