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 | $71,557 | $65,704+8.9% | $94,229-24.1% | $59,633+20.0% |
| Participation rate | 55.1% | 72.1%-17.0pp | 78.8%-23.7pp | 68.7%-13.6pp |
| Annual return | -0.85% | 5.22%-6.1pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,119 | $3,143-32.6% | $4,320-51.0% | $3,192-33.6% |
| Admin fee / account holder | $12,452 | $4,265+192.0% | $6,269+98.6% | $4,297+189.8% |