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 | $62,344 | $56,197+10.9% | $67,652-7.8% | $59,633+4.5% |
| Participation rate | 25.9% | 71.5%-45.5pp | 75.7%-49.7pp | 68.7%-42.7pp |
| Annual return | -1.55% | 18508.10%-18509.7pp | 6625.40%-6626.9pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,983 | $2,844-30.3% | $3,560-44.3% | $3,192-37.9% |
| Admin fee / account holder | $394 | $3,958-90.1% | $4,821-91.8% | $4,297-90.8% |