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 | $97,631 | $69,012+41.5% | $160,037-39.0% | $68,490+42.5% |
| Participation rate | 54.5% | 65.4%-10.9pp | 78.0%-23.4pp | 67.9%-13.4pp |
| Annual return | -10.90% | -9.65%-1.2pp | 408.95%-419.9pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,751 | $4,212+107.8% | $6,184+41.5% | $4,028+117.3% |
| Admin fee / account holder | $16,385 | $4,798+241.5% | $8,716+88.0% | $5,403+203.3% |