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 | $165,048 | $90,467+82.4% | $93,759+76.0% | $134,532+22.7% |
| Participation rate | 27.3% | 82.0%-54.7pp | 81.0%-53.7pp | 81.2%-54.0pp |
| Annual return | -15.40% | -15.72%+0.3pp | -11.33%-4.1pp | 418.27%-433.7pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,249 | $5,980-12.2% | $6,096-13.9% | $6,401-18.0% |
| Admin fee / account holder | $141,996 | $9,258+1433.8% | $7,197+1872.9% | $11,429+1142.5% |