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 | $108,590 | $82,674+31.3% | $125,381-13.4% | $68,486+58.6% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -9.24% | -5.97%-3.3pp | 572.31%-581.5pp | -7.85%-1.4pp |
| Employer contribution / active EE | $590 | $3,382-82.6% | $4,815-87.7% | $2,597-77.3% |
| Participant deferral / active EE | $4,498 | $6,111-26.4% | $7,448-39.6% | $4,028+11.7% |
| Admin fee / account holder | $4,543 | $6,277-27.6% | $10,007-54.6% | $5,404-15.9% |