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 | $101,266 | $72,404+39.9% | $110,243-8.1% | $64,173+57.8% |
| Participation rate | 58.8% | 73.3%-14.5pp | 79.8%-21.0pp | 69.6%-10.7pp |
| Annual return | -1.55% | -6.29%+4.7pp | 314.76%-316.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,385 | $3,469-2.4% | $4,672-27.6% | $3,470-2.4% |
| Admin fee / account holder | $25,137 | $5,664+343.8% | $8,548+194.1% | $4,887+414.3% |