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 | $139,003 | $54,357+155.7% | $82,706+68.1% | $68,495+102.9% |
| Participation rate | 28.0% | 63.9%-35.9pp | 72.6%-44.6pp | 67.9%-39.9pp |
| Annual return | -11.77% | -13.67%+1.9pp | 701.76%-713.5pp | -7.84%-3.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,822 | $3,246-43.9% | $4,394-58.5% | $4,028-54.8% |
| Admin fee / account holder | $61,436 | $4,396+1297.5% | $5,329+1053.0% | $5,403+1037.0% |