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 | $82,293 | $48,274+70.5% | $63,244+30.1% | $59,633+38.0% |
| Participation rate | 64.1% | 66.3%-2.3pp | 71.0%-7.0pp | 68.7%-4.6pp |
| Annual return | 2.00% | -240.79%+242.8pp | -70.31%+72.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,073 | $2,343-54.2% | $2,953-63.7% | $3,192-66.4% |
| Admin fee / account holder | $3,024 | $3,600-16.0% | $5,893-48.7% | $4,297-29.6% |