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 | $113,458 | $64,729+75.3% | $112,263+1.1% | $68,490+65.7% |
| Participation rate | 41.2% | 67.2%-25.9pp | 75.1%-33.8pp | 67.9%-26.7pp |
| Annual return | -16.35% | -11.40%-5.0pp | 27.49%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $674 | $2,746-75.5% | $3,636-81.5% | $2,597-74.1% |
| Participant deferral / active EE | $2,695 | $3,566-24.4% | $4,729-43.0% | $4,028-33.1% |
| Admin fee / account holder | $1,013 | $5,222-80.6% | $6,410-84.2% | $5,403-81.3% |