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 | $65,571 | $61,660+6.3% | $80,022-18.1% | $64,173+2.2% |
| Participation rate | 68.2% | 71.7%-3.5pp | 75.8%-7.7pp | 69.6%-1.4pp |
| Annual return | -6.41% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,675 | $2,968-43.5% | $3,686-54.5% | $3,470-51.7% |
| Admin fee / account holder | $1,465 | $5,417-73.0% | $6,521-77.5% | $4,887-70.0% |