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 | $120,776 | $94,529+27.8% | $140,019-13.7% | $64,173+88.2% |
| Participation rate | 60.7% | 84.1%-23.4pp | 87.5%-26.8pp | 69.6%-8.9pp |
| Annual return | -6.50% | 7.77%-14.3pp | 651.15%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,153 | $5,250-20.9% | $6,927-40.0% | $3,470+19.7% |
| Admin fee / account holder | $649 | $6,741-90.4% | $10,705-93.9% | $4,887-86.7% |