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 | $46,492 | $50,947-8.7% | $74,551-37.6% | $64,173-27.6% |
| Participation rate | 47.9% | 61.1%-13.2pp | 69.1%-21.3pp | 69.6%-21.7pp |
| Annual return | -6.76% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $196 | $1,115-82.5% | $1,961-90.0% | $2,381-91.8% |
| Participant deferral / active EE | $2,153 | $2,302-6.4% | $3,108-30.7% | $3,470-37.9% |
| Admin fee / account holder | $1,978 | $4,221-53.1% | $5,059-60.9% | $4,887-59.5% |