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 | $45,769 | $62,583-26.9% | $76,767-40.4% | $64,173-28.7% |
| Participation rate | 68.1% | 72.8%-4.7pp | 77.0%-8.8pp | 69.6%-1.5pp |
| Annual return | -5.24% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $325 | $1,832-82.3% | $2,485-86.9% | $2,381-86.4% |
| Participant deferral / active EE | $2,163 | $3,145-31.2% | $3,852-43.8% | $3,470-37.6% |
| Admin fee / account holder | $5,229 | $4,667+12.0% | $6,675-21.7% | $4,887+7.0% |