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 | $81,654 | $64,729+26.1% | $112,263-27.3% | $68,490+19.2% |
| Participation rate | 32.4% | 67.2%-34.7pp | 75.1%-42.6pp | 67.9%-35.5pp |
| Annual return | -15.84% | -11.40%-4.4pp | 27.49%-43.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,204 | $3,566-10.1% | $4,729-32.3% | $4,028-20.5% |
| Admin fee / account holder | $608 | $5,222-88.4% | $6,410-90.5% | $5,403-88.7% |