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 | $27,772 | $71,878-61.4% | $86,698-68.0% | $68,486-59.4% |
| Participation rate | 61.3% | 72.2%-11.0pp | 76.6%-15.3pp | 67.9%-6.6pp |
| Annual return | -17.40% | 3.53%-20.9pp | 35.95%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $425 | $2,173-80.5% | $2,837-85.0% | $2,597-83.6% |
| Participant deferral / active EE | $1,809 | $3,779-52.1% | $4,656-61.2% | $4,028-55.1% |
| Admin fee / account holder | $303 | $6,113-95.0% | $7,493-96.0% | $5,404-94.4% |