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 | $54,900 | $52,678+4.2% | $75,784-27.6% | $59,633-7.9% |
| Participation rate | 64.5% | 67.2%-2.7pp | 75.8%-11.3pp | 68.7%-4.2pp |
| Annual return | -0.03% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $357 | $2,193-83.7% | $3,323-89.2% | $2,203-83.8% |
| Participant deferral / active EE | $3,614 | $2,591+39.5% | $3,652-1.0% | $3,192+13.2% |
| Admin fee / account holder | $1,806 | $3,610-50.0% | $5,300-65.9% | $4,297-58.0% |