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 | $81,258 | $68,996+17.8% | $159,991-49.2% | $68,495+18.6% |
| Participation rate | 24.0% | 65.4%-41.4pp | 78.0%-54.0pp | 67.9%-43.9pp |
| Annual return | -17.09% | -9.65%-7.4pp | 408.82%-425.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,674 | $4,211-60.3% | $6,183-72.9% | $4,028-58.4% |
| Admin fee / account holder | $1,635 | $4,797-65.9% | $8,715-81.2% | $5,403-69.7% |