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 | $62,757 | $71,878-12.7% | $86,698-27.6% | $68,486-8.4% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -17.15% | 3.53%-20.7pp | 35.95%-53.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $428 | $2,173-80.3% | $2,837-84.9% | $2,597-83.5% |
| Participant deferral / active EE | $2,633 | $3,779-30.3% | $4,656-43.4% | $4,028-34.6% |
| Admin fee / account holder | $2,237 | $6,113-63.4% | $7,493-70.1% | $5,404-58.6% |