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 | $83,882 | $59,016+42.1% | $88,179-4.9% | $100,573-16.6% |
| Participation rate | 1.8% | 28.1%-26.3pp | 69.1%-67.3pp | 70.9%-69.1pp |
| Annual return | 20.90% | 14.54%+6.4pp | 64.97%-44.1pp | 18.89%+2.0pp |
| Employer contribution / active EE | $0 | $1,685-100.0% | $2,549-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $142 | $1,701-91.6% | $4,614-96.9% | $4,921-97.1% |
| Admin fee / account holder | $1,490 | $3,465-57.0% | $7,673-80.6% | $454+228.3% |