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 | $80,432 | $77,817+3.4% | $123,553-34.9% | $64,173+25.3% |
| Participation rate | 68.1% | 74.7%-6.6pp | 82.3%-14.2pp | 69.6%-1.5pp |
| Annual return | -6.07% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $387 | $3,014-87.1% | $4,628-91.6% | $2,381-83.7% |
| Participant deferral / active EE | $4,690 | $5,240-10.5% | $6,426-27.0% | $3,470+35.2% |
| Admin fee / account holder | $2,650 | $5,519-52.0% | $9,284-71.5% | $4,887-45.8% |