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 | $109,420 | $77,816+40.6% | $123,552-11.4% | $64,173+70.5% |
| Participation rate | 26.7% | 74.7%-48.0pp | 82.3%-55.6pp | 69.6%-42.9pp |
| Annual return | -7.20% | 12.49%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,512 | $5,240-52.1% | $6,426-60.9% | $3,470-27.6% |
| Admin fee / account holder | $10,231 | $5,519+85.4% | $9,285+10.2% | $4,887+109.3% |