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 | $93,554 | $44,221+111.6% | $121,220-22.8% | $56,287+66.2% |
| Participation rate | 39.3% | 61.1%-21.8pp | 71.8%-32.5pp | 69.9%-30.6pp |
| Annual return | -3.35% | -3.58%+0.2pp | 16.94%-20.3pp | -9.96%+6.6pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,651 | $2,521+44.8% | $3,345+9.1% | $3,350+9.0% |
| Admin fee / account holder | $11,661 | $480+2327.4% | $5,021+132.3% | $521+2138.4% |