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 | $212,679 | $73,863+187.9% | $143,797+47.9% | $68,490+210.5% |
| Participation rate | 14.6% | 66.7%-52.0pp | 80.3%-65.7pp | 67.9%-53.3pp |
| Annual return | -15.28% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $264 | $3,185-91.7% | $4,952-94.7% | $2,597-89.8% |
| Participant deferral / active EE | $985 | $3,385-70.9% | $5,638-82.5% | $4,028-75.5% |
| Admin fee / account holder | $656 | $5,756-88.6% | $14,679-95.5% | $5,403-87.9% |