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 | $48,923 | $71,878-31.9% | $86,698-43.6% | $68,486-28.6% |
| Participation rate | 63.3% | 72.2%-9.0pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | -12.84% | 3.53%-16.4pp | 35.95%-48.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $281 | $2,173-87.1% | $2,837-90.1% | $2,597-89.2% |
| Participant deferral / active EE | $2,359 | $3,779-37.6% | $4,656-49.3% | $4,028-41.4% |
| Admin fee / account holder | $1,736 | $6,113-71.6% | $7,493-76.8% | $5,404-67.9% |