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 | $47,749 | $94,529-49.5% | $140,019-65.9% | $64,173-25.6% |
| Participation rate | 61.3% | 84.1%-22.8pp | 87.5%-26.2pp | 69.6%-8.2pp |
| Annual return | -6.45% | 7.77%-14.2pp | 651.15%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $414 | $3,812-89.1% | $5,605-92.6% | $2,381-82.6% |
| Participant deferral / active EE | $5,508 | $5,250+4.9% | $6,927-20.5% | $3,470+58.8% |
| Admin fee / account holder | $2,571 | $6,741-61.9% | $10,705-76.0% | $4,887-47.4% |