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 | $102,442 | $52,678+94.5% | $75,784+35.2% | $59,633+71.8% |
| Participation rate | 57.6% | 67.2%-9.6pp | 75.8%-18.2pp | 68.7%-11.0pp |
| Annual return | -1.62% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,439 | $2,591+71.3% | $3,652+21.6% | $3,192+39.1% |
| Admin fee / account holder | $1,589 | $3,610-56.0% | $5,300-70.0% | $4,297-63.0% |