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 | $57,794 | $42,909+34.7% | $60,906-5.1% | $68,486-15.6% |
| Participation rate | 19.5% | 66.8%-47.3pp | 73.1%-53.6pp | 67.9%-48.4pp |
| Annual return | -17.39% | -13.99%-3.4pp | 16.94%-34.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $868 | $2,866-69.7% | $3,814-77.2% | $4,028-78.4% |
| Admin fee / account holder | $2,782 | $3,104-10.4% | $3,227-13.8% | $5,404-48.5% |