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 | $60,127 | $87,544-31.3% | $75,784-20.7% | $125,388-52.0% |
| Participation rate | 58.3% | 80.2%-21.8pp | 75.8%-17.5pp | 83.2%-24.9pp |
| Annual return | -1.40% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,039 | $4,229-51.8% | $3,652-44.2% | $5,352-61.9% |
| Admin fee / account holder | $725 | $6,502-88.9% | $5,300-86.3% | $9,541-92.4% |