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 | $87,918 | $50,947+72.6% | $74,551+17.9% | $64,173+37.0% |
| Participation rate | 30.3% | 61.1%-30.8pp | 69.1%-38.8pp | 69.6%-39.3pp |
| Annual return | -2.69% | -1.85%-0.8pp | 32.53%-35.2pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,643 | $2,302-28.6% | $3,108-47.2% | $3,470-52.7% |
| Admin fee / account holder | $5,257 | $4,221+24.5% | $5,059+3.9% | $4,887+7.6% |