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 | $95,890 | $71,878+33.4% | $86,698+10.6% | $68,486+40.0% |
| Participation rate | 60.7% | 72.2%-11.5pp | 76.6%-15.9pp | 67.9%-7.2pp |
| Annual return | -12.06% | 3.53%-15.6pp | 35.95%-48.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | -$1 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,218 | $3,779-41.3% | $4,656-52.4% | $4,028-44.9% |
| Admin fee / account holder | $9,917 | $6,113+62.2% | $7,493+32.4% | $5,404+83.5% |