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 | $150,251 | $82,678+81.7% | $125,391+19.8% | $68,490+119.4% |
| Participation rate | 56.7% | 75.1%-18.4pp | 82.4%-25.7pp | 67.9%-11.2pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,461 | $6,111+22.1% | $7,448+0.2% | $4,028+85.2% |
| Admin fee / account holder | $1,625 | $6,277-74.1% | $10,009-83.8% | $5,403-69.9% |