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 | $86,660 | $59,813+44.9% | $79,580+8.9% | $68,486+26.5% |
| Participation rate | 51.3% | 61.1%-9.8pp | 69.5%-18.2pp | 67.9%-16.6pp |
| Annual return | -15.47% | -12.30%-3.2pp | 0.15%-15.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $281 | $1,505-81.3% | $2,413-88.3% | $2,597-89.2% |
| Participant deferral / active EE | $3,074 | $3,024+1.6% | $3,985-22.9% | $4,028-23.7% |
| Admin fee / account holder | $1,472 | $4,835-69.6% | $6,835-78.5% | $5,404-72.8% |