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 | $101,437 | $73,009+38.9% | $90,756+11.8% | $68,495+48.1% |
| Participation rate | 53.5% | 70.8%-17.3pp | 75.7%-22.2pp | 67.9%-14.4pp |
| Annual return | -16.03% | -13.81%-2.2pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,560 | $3,626-29.4% | $4,565-43.9% | $4,028-36.4% |
| Admin fee / account holder | $4,035 | $5,896-31.6% | $8,445-52.2% | $5,403-25.3% |