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 | $74,916 | $81,870-8.5% | $119,622-37.4% | $68,486+9.4% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -11.34% | -23.82%+12.5pp | -14.98%+3.6pp | -7.85%-3.5pp |
| Employer contribution / active EE | $612 | $2,692-77.3% | $4,232-85.5% | $2,597-76.4% |
| Participant deferral / active EE | $2,969 | $4,148-28.4% | $5,601-47.0% | $4,028-26.3% |
| Admin fee / account holder | $5,631 | $6,583-14.5% | $10,328-45.5% | $5,404+4.2% |