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 | $69,964 | $57,350+22.0% | $83,850-16.6% | $64,181+9.0% |
| Participation rate | 38.7% | 68.6%-29.9pp | 76.1%-37.4pp | 69.6%-30.9pp |
| Annual return | -7.00% | 11.38%-18.4pp | 850.92%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,544 | $2,993+18.4% | $4,082-13.2% | $3,470+2.2% |
| Admin fee / account holder | $3,268 | $4,046-19.2% | $5,478-40.3% | $4,887-33.1% |