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 | $56,203 | $52,678+6.7% | $75,784-25.8% | $59,633-5.8% |
| Participation rate | 56.7% | 67.2%-10.6pp | 75.8%-19.2pp | 68.7%-12.0pp |
| Annual return | -2.06% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $368 | $2,193-83.2% | $3,323-88.9% | $2,203-83.3% |
| Participant deferral / active EE | $2,835 | $2,591+9.4% | $3,652-22.4% | $3,192-11.2% |
| Admin fee / account holder | $1,476 | $3,610-59.1% | $5,300-72.2% | $4,297-65.7% |