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 | $89,495 | $77,976+14.8% | $81,367+10.0% | $125,389-28.6% |
| Participation rate | 65.2% | 83.3%-18.0pp | 82.3%-17.1pp | 83.2%-18.0pp |
| Annual return | -0.27% | -2.85%+2.6pp | -0.92%+0.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,789 | $5,646-50.6% | $5,383-48.2% | $5,352-47.9% |
| Admin fee / account holder | $3,272 | $12,476-73.8% | $8,926-63.3% | $9,541-65.7% |