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 | $104,905 | $56,339+86.2% | $104,301+0.6% | $68,495+53.2% |
| Participation rate | 46.4% | 63.3%-16.8pp | 73.3%-26.8pp | 67.9%-21.5pp |
| Annual return | -14.39% | -9.19%-5.2pp | 24.61%-39.0pp | -7.84%-6.6pp |
| Employer contribution / active EE | $36 | $1,960-98.2% | $3,373-98.9% | $2,596-98.6% |
| Participant deferral / active EE | $5,164 | $3,077+67.8% | $4,626+11.6% | $4,028+28.2% |
| Admin fee / account holder | $4,933 | $4,902+0.6% | $7,340-32.8% | $5,403-8.7% |