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 | $54,427 | $71,878-24.3% | $86,698-37.2% | $68,486-20.5% |
| Participation rate | 55.7% | 72.2%-16.5pp | 76.6%-20.9pp | 67.9%-12.2pp |
| Annual return | -15.34% | 3.53%-18.9pp | 35.95%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $205 | $2,173-90.6% | $2,837-92.8% | $2,597-92.1% |
| Participant deferral / active EE | $1,871 | $3,779-50.5% | $4,656-59.8% | $4,028-53.6% |
| Admin fee / account holder | $5,120 | $6,113-16.2% | $7,493-31.7% | $5,404-5.3% |