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 | $64,070 | $64,716-1.0% | $112,258-42.9% | $68,495-6.5% |
| Participation rate | 47.1% | 67.2%-20.1pp | 75.1%-28.0pp | 67.9%-20.8pp |
| Annual return | -15.99% | -11.40%-4.6pp | 27.47%-43.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $324 | $2,746-88.2% | $3,636-91.1% | $2,596-87.5% |
| Participant deferral / active EE | $2,808 | $3,565-21.2% | $4,728-40.6% | $4,028-30.3% |
| Admin fee / account holder | $25,338 | $5,232+384.3% | $6,411+295.2% | $5,403+368.9% |