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 | $71,326 | $76,912-7.3% | $129,110-44.8% | $68,495+4.1% |
| Participation rate | 32.1% | 69.1%-37.0pp | 77.3%-45.1pp | 67.9%-35.7pp |
| Annual return | -13.63% | -9.78%-3.8pp | -10.94%-2.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $750 | $3,243-76.9% | $5,052-85.1% | $2,596-71.1% |
| Participant deferral / active EE | $2,657 | $4,732-43.8% | $6,542-59.4% | $4,028-34.0% |
| Admin fee / account holder | $12,455 | $6,638+87.6% | $14,302-12.9% | $5,403+130.5% |