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 | $78,420 | $158,852-50.6% | $121,220-35.3% | $135,380-42.1% |
| Participation rate | 63.6% | 79.3%-15.7pp | 71.8%-8.1pp | 82.6%-19.0pp |
| Annual return | 3.05% | -0.64%+3.7pp | 16.94%-13.9pp | 519.81%-516.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,656 | $4,006+116.1% | $3,345+158.8% | $5,609+54.3% |
| Admin fee / account holder | $25,900 | $6,515+297.6% | $5,021+415.9% | $10,828+139.2% |