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 | $77,089 | $62,583+23.2% | $76,767+0.4% | $64,173+20.1% |
| Participation rate | 68.3% | 72.8%-4.5pp | 77.0%-8.7pp | 69.6%-1.3pp |
| Annual return | -3.13% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,447 | $3,145-54.0% | $3,852-62.4% | $3,470-58.3% |
| Admin fee / account holder | $2,190 | $4,667-53.1% | $6,675-67.2% | $4,887-55.2% |