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 | $98,194 | $82,028+19.7% | $123,105-20.2% | $59,633+64.7% |
| Participation rate | 67.4% | 83.2%-15.8pp | 86.8%-19.3pp | 68.7%-1.2pp |
| Annual return | 1.26% | 5.12%-3.9pp | 13.22%-12.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,655 | $4,667-21.7% | $6,229-41.3% | $3,192+14.5% |
| Admin fee / account holder | $2,631 | $5,879-55.2% | $9,014-70.8% | $4,297-38.8% |