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 | $27,284 | $43,344-37.1% | $59,899-54.5% | $64,173-57.5% |
| Participation rate | 50.5% | 69.2%-18.6pp | 74.7%-24.2pp | 69.6%-19.0pp |
| Annual return | -4.47% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $342 | $2,030-83.1% | $2,723-87.4% | $2,381-85.6% |
| Participant deferral / active EE | $1,090 | $2,547-57.2% | $3,402-68.0% | $3,470-68.6% |
| Admin fee / account holder | $1,367 | $3,008-54.6% | $3,592-62.0% | $4,887-72.0% |