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 | $221,892 | $73,863+200.4% | $143,797+54.3% | $68,490+224.0% |
| Participation rate | 64.9% | 66.7%-1.8pp | 80.3%-15.4pp | 67.9%-3.0pp |
| Annual return | -8.69% | 0.91%-9.6pp | -0.04%-8.7pp | -7.85%-0.8pp |
| Employer contribution / active EE | $272 | $3,185-91.5% | $4,952-94.5% | $2,597-89.5% |
| Participant deferral / active EE | $6,762 | $3,385+99.8% | $5,638+19.9% | $4,028+67.9% |
| Admin fee / account holder | $26,269 | $5,756+356.4% | $14,679+79.0% | $5,403+386.2% |