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 | $71,894 | $59,834+20.2% | $79,576-9.7% | $68,495+5.0% |
| Participation rate | 44.6% | 61.1%-16.4pp | 69.5%-24.9pp | 67.9%-23.3pp |
| Annual return | -13.02% | -12.30%-0.7pp | 0.15%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $234 | $1,505-84.5% | $2,413-90.3% | $2,596-91.0% |
| Participant deferral / active EE | $1,405 | $3,024-53.5% | $3,985-64.7% | $4,028-65.1% |
| Admin fee / account holder | $87,939 | $4,835+1718.7% | $6,834+1186.8% | $5,403+1527.5% |