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 | $71,885 | $52,678+36.5% | $75,784-5.1% | $59,633+20.5% |
| Participation rate | 41.9% | 67.2%-25.4pp | 75.8%-34.0pp | 68.7%-26.8pp |
| Annual return | -1.74% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $310 | $2,193-85.9% | $3,323-90.7% | $2,203-85.9% |
| Participant deferral / active EE | $1,876 | $2,591-27.6% | $3,652-48.6% | $3,192-41.2% |
| Admin fee / account holder | $480 | $3,610-86.7% | $5,300-90.9% | $4,297-88.8% |