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 | $129,326 | $64,706+99.9% | $112,244+15.2% | $68,498+88.8% |
| Participation rate | 60.0% | 67.1%-7.1pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -11.65% | -11.40%-0.2pp | 27.46%-39.1pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,550 | $3,565+55.7% | $4,728+17.4% | $4,027+37.8% |
| Admin fee / account holder | $19,501 | $5,231+272.8% | $6,411+204.2% | $5,403+260.9% |