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.
Participant 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 | $78,078 | $54,162+44.2% | $68,612+13.8% | $64,173+21.7% |
| Participation rate | 59.3% | 68.1%-8.8pp | 72.2%-12.9pp | 69.6%-10.3pp |
| Annual return | -5.13% | -1.62%-3.5pp | -4.63%-0.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,360 | $1,846+27.8% | $2,625-10.1% | $2,381-0.9% |
| Participant deferral / active EE | $129 | $2,626-95.1% | $3,311-96.1% | $3,470-96.3% |
| Admin fee / account holder | $725 | $4,029-82.0% | $5,131-85.9% | $4,887-85.2% |