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 | $104,415 | $99,032+5.4% | $80,022+30.5% | $135,380-22.9% |
| Participation rate | 68.8% | 78.4%-9.6pp | 75.8%-7.1pp | 82.6%-13.9pp |
| Annual return | -4.82% | 15.39%-20.2pp | 11.22%-16.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,302 | $4,282-22.9% | $3,686-10.4% | $5,609-41.1% |
| Admin fee / account holder | $500 | $10,436-95.2% | $6,521-92.3% | $10,828-95.4% |