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 | $199,786 | $71,873+178.0% | $86,698+130.4% | $68,490+191.7% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.5pp |
| Annual return | -18.55% | 3.54%-22.1pp | 35.96%-54.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,670 | $3,779+23.6% | $4,656+0.3% | $4,028+15.9% |
| Admin fee / account holder | $19,284 | $6,110+215.6% | $7,492+157.4% | $5,403+256.9% |