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 | $116,193 | $82,674+40.5% | $125,381-7.3% | $68,486+69.7% |
| Participation rate | 59.3% | 75.1%-15.8pp | 82.4%-23.1pp | 67.9%-8.6pp |
| Annual return | -18.56% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,008 | $6,111+31.0% | $7,448+7.5% | $4,028+98.8% |
| Admin fee / account holder | $11,062 | $6,277+76.2% | $10,007+10.5% | $5,404+104.7% |