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 | $67,040 | $94,529-29.1% | $140,019-52.1% | $64,173+4.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 87.5%-20.8pp | 69.6%-2.9pp |
| Annual return | -3.90% | 7.77%-11.7pp | 651.17%-655.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $482 | $3,812-87.4% | $5,605-91.4% | $2,381-79.8% |
| Participant deferral / active EE | $4,741 | $5,250-9.7% | $6,927-31.5% | $3,470+36.7% |
| Admin fee / account holder | $16,532 | $6,741+145.2% | $10,705+54.4% | $4,887+238.3% |