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 | $84,663 | $75,832+11.6% | $147,617-42.6% | $59,633+42.0% |
| Participation rate | 65.6% | 71.6%-5.9pp | 84.6%-19.0pp | 68.7%-3.0pp |
| Annual return | 0.55% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,449 | $3,131-21.8% | $4,895-50.0% | $3,192-23.3% |
| Admin fee / account holder | $8,965 | $5,986+49.8% | $11,612-22.8% | $4,297+108.6% |