Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $106,841 | $72,012+48.4% | $185,827-42.5% | $79,858+33.8% |
| Participation rate | 65.5% | 65.8%-0.2pp | 78.0%-12.5pp | 69.6%-4.1pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,776 | $3,779-0.1% | $5,633-33.0% | $3,740+1.0% |
| Admin fee / account holder | $13,549 | $4,513+200.2% | $9,502+42.6% | $5,306+155.3% |