Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $74,294 | $82,678-10.1% | $125,391-40.8% | $68,490+8.5% |
| Participation rate | 35.3% | 75.1%-39.8pp | 82.4%-47.1pp | 67.9%-32.6pp |
| Annual return | -15.32% | -5.97%-9.4pp | 572.41%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,087 | $6,111-49.5% | $7,448-58.6% | $4,028-23.4% |
| Admin fee / account holder | $3,561 | $6,277-43.3% | $10,009-64.4% | $5,403-34.1% |