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 | $86,926 | $45,566+90.8% | $64,105+35.6% | $59,633+45.8% |
| Participation rate | 32.5% | 60.2%-27.7pp | 68.2%-35.7pp | 68.7%-36.2pp |
| Annual return | -0.14% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,076 | $2,057-47.7% | $2,822-61.9% | $3,192-66.3% |
| Admin fee / account holder | $4,747 | $3,268+45.3% | $4,499+5.5% | $4,297+10.5% |