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 | $65,716 | $57,352+14.6% | $83,830-21.6% | $64,173+2.4% |
| Participation rate | 41.1% | 68.6%-27.5pp | 76.1%-35.0pp | 69.6%-28.5pp |
| Annual return | -5.40% | 11.38%-16.8pp | 850.97%-856.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,920 | $2,993-2.4% | $4,082-28.5% | $3,470-15.8% |
| Admin fee / account holder | $8,560 | $4,046+111.6% | $5,479+56.2% | $4,887+75.1% |