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 | $74,766 | $52,678+41.9% | $75,784-1.3% | $59,633+25.4% |
| Participation rate | 30.2% | 67.2%-37.0pp | 75.8%-45.6pp | 68.7%-38.5pp |
| Annual return | -0.56% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,964 | $2,591-24.2% | $3,652-46.2% | $3,192-38.5% |
| Admin fee / account holder | $11,455 | $3,610+217.3% | $5,300+116.1% | $4,297+166.6% |