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 | $96,171 | $81,870+17.5% | $119,634-19.6% | $68,490+40.4% |
| Participation rate | 54.1% | 71.9%-17.8pp | 79.3%-25.2pp | 67.9%-13.8pp |
| Annual return | -10.89% | -23.82%+12.9pp | -14.98%+4.1pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,408 | $4,148-41.9% | $5,601-57.0% | $4,028-40.2% |
| Admin fee / account holder | $63,110 | $6,583+858.7% | $10,329+511.0% | $5,403+1068.1% |