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 | $114,905 | $167,353-31.3% | $143,797-20.1% | $134,545-14.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -11.64% | 0.48%-12.1pp | -0.04%-11.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $1,025 | $5,620-81.8% | $4,952-79.3% | $4,742-78.4% |
| Participant deferral / active EE | $3,347 | $6,447-48.1% | $5,638-40.6% | $6,401-47.7% |
| Admin fee / account holder | $20,096 | $18,096+11.1% | $14,679+36.9% | $11,431+75.8% |