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 | $58,194 | $76,912-24.3% | $129,118-54.9% | $68,486-15.0% |
| Participation rate | 65.5% | 69.1%-3.6pp | 77.2%-11.7pp | 67.9%-2.4pp |
| Annual return | -12.96% | -9.78%-3.2pp | -10.94%-2.0pp | -7.85%-5.1pp |
| Employer contribution / active EE | $727 | $3,243-77.6% | $5,051-85.6% | $2,597-72.0% |
| Participant deferral / active EE | $3,645 | $4,732-23.0% | $6,539-44.3% | $4,028-9.5% |
| Admin fee / account holder | $2,042 | $6,638-69.2% | $14,305-85.7% | $5,404-62.2% |