Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,474 | $46,689+23.1% | $117,498-51.1% | $68,495-16.1% |
| Participation rate | 22.6% | 56.8%-34.2pp | 70.6%-48.0pp | 67.9%-45.3pp |
| Annual return | -8.08% | -14.52%+6.4pp | 29.75%-37.8pp | -7.84%-0.2pp |
| Employer contribution / active EE | $57 | $1,505-96.2% | $4,178-98.6% | $2,596-97.8% |
| Participant deferral / active EE | $1,539 | $2,637-41.6% | $4,071-62.2% | $4,028-61.8% |
| Admin fee / account holder | $10,032 | $4,021+149.5% | $5,646+77.7% | $5,403+85.7% |