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 | $54,211 | $50,947+6.4% | $74,549-27.3% | $64,173-15.5% |
| Participation rate | 32.6% | 61.1%-28.5pp | 69.1%-36.6pp | 69.6%-37.0pp |
| Annual return | -7.04% | -1.85%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,091 | $2,302-52.6% | $3,108-64.9% | $3,470-68.5% |
| Admin fee / account holder | $5,197 | $4,221+23.1% | $5,059+2.7% | $4,887+6.3% |