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 | $91,135 | $73,863+23.4% | $143,797-36.6% | $68,490+33.1% |
| Participation rate | 41.4% | 66.7%-25.2pp | 80.3%-38.9pp | 67.9%-26.5pp |
| Annual return | -15.57% | 0.91%-16.5pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,084 | $3,385+20.7% | $5,638-27.6% | $4,028+1.4% |
| Admin fee / account holder | $36,560 | $5,756+535.2% | $14,679+149.1% | $5,403+576.7% |