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 | $59,502 | $59,813-0.5% | $79,580-25.2% | $68,486-13.1% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.5%-10.7pp | 67.9%-9.1pp |
| Annual return | -12.47% | -12.30%-0.2pp | 0.15%-12.6pp | -7.85%-4.6pp |
| Employer contribution / active EE | $285 | $1,505-81.1% | $2,413-88.2% | $2,597-89.0% |
| Participant deferral / active EE | $2,424 | $3,024-19.8% | $3,985-39.2% | $4,028-39.8% |
| Admin fee / account holder | $16,232 | $4,835+235.7% | $6,835+137.5% | $5,404+200.4% |