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 | $77,481 | $71,873+7.8% | $86,698-10.6% | $68,490+13.1% |
| Participation rate | 38.8% | 72.2%-33.5pp | 76.6%-37.8pp | 67.9%-29.1pp |
| Annual return | -18.55% | 3.54%-22.1pp | 35.96%-54.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $206 | $2,173-90.5% | $2,837-92.7% | $2,597-92.1% |
| Participant deferral / active EE | $1,823 | $3,779-51.8% | $4,656-60.8% | $4,028-54.7% |
| Admin fee / account holder | $5,650 | $6,110-7.5% | $7,492-24.6% | $5,403+4.6% |