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 | $124,592 | $81,870+52.2% | $119,622+4.2% | $68,486+81.9% |
| Participation rate | 68.8% | 71.9%-3.1pp | 79.3%-10.5pp | 67.9%+0.9pp |
| Annual return | -16.64% | -23.82%+7.2pp | -14.98%-1.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,943 | $4,148+43.3% | $5,601+6.1% | $4,028+47.6% |
| Admin fee / account holder | $42,883 | $6,583+551.4% | $10,328+315.2% | $5,404+693.6% |