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 | $127,648 | $81,870+55.9% | $119,608+6.7% | $68,495+86.4% |
| Participation rate | 45.9% | 71.9%-26.0pp | 79.3%-33.4pp | 67.9%-22.0pp |
| Annual return | -16.28% | -23.82%+7.5pp | -14.98%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $380 | $2,692-85.9% | $4,232-91.0% | $2,596-85.4% |
| Participant deferral / active EE | $2,186 | $4,148-47.3% | $5,601-61.0% | $4,028-45.7% |
| Admin fee / account holder | $3,367 | $6,583-48.8% | $10,326-67.4% | $5,403-37.7% |