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 | $44,366 | $32,117+38.1% | $71,086-37.6% | $64,181-30.9% |
| Participation rate | 61.7% | 42.7%+19.0pp | 54.7%+7.1pp | 69.6%-7.9pp |
| Annual return | -8.74% | -5.57%-3.2pp | 650.59%-659.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,151 | $1,263+70.3% | $1,874+14.7% | $3,470-38.0% |
| Admin fee / account holder | $2,851 | $2,759+3.3% | $3,082-7.5% | $4,887-41.7% |