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 | $55,472 | $54,370+2.0% | $82,763-33.0% | $68,490-19.0% |
| Participation rate | 59.8% | 63.9%-4.2pp | 72.6%-12.8pp | 67.9%-8.1pp |
| Annual return | -19.20% | -13.67%-5.5pp | 702.45%-721.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $207 | $2,219-90.7% | $3,008-93.1% | $2,597-92.0% |
| Participant deferral / active EE | $2,324 | $3,247-28.4% | $4,395-47.1% | $4,028-42.3% |
| Admin fee / account holder | $2,040 | $4,398-53.6% | $5,325-61.7% | $5,403-62.2% |