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 | $207,903 | $81,870+153.9% | $119,634+73.8% | $68,490+203.6% |
| Participation rate | 45.6% | 71.9%-26.3pp | 79.3%-33.7pp | 67.9%-22.3pp |
| Annual return | -16.89% | -23.82%+6.9pp | -14.98%-1.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,298 | $4,148+51.8% | $5,601+12.4% | $4,028+56.4% |
| Admin fee / account holder | $2,997 | $6,583-54.5% | $10,329-71.0% | $5,403-44.5% |