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 | $164,880 | $131,835+25.1% | $108,582+51.8% | $273,972-39.8% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.6%-42.1pp | 83.0%-45.5pp |
| Annual return | 3.77% | -91.57%+95.3pp | -51.70%+55.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $832 | $4,913-83.1% | $3,758-77.9% | $4,869-82.9% |
| Participant deferral / active EE | $1,537 | $5,127-70.0% | $4,311-64.4% | $5,287-70.9% |
| Admin fee / account holder | $300,036 | $10,253+2826.5% | $7,645+3824.5% | $10,133+2861.1% |