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 | $80,441 | $59,819+34.5% | $79,583+1.1% | $68,490+17.4% |
| Participation rate | 38.1% | 61.1%-23.0pp | 69.5%-31.4pp | 67.9%-29.8pp |
| Annual return | -12.39% | -12.30%-0.1pp | 0.16%-12.5pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,981 | $3,025-34.5% | $3,986-50.3% | $4,028-50.8% |
| Admin fee / account holder | $3,815 | $4,835-21.1% | $6,835-44.2% | $5,403-29.4% |