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 | $80,009 | $77,816+2.8% | $123,552-35.2% | $64,173+24.7% |
| Participation rate | 57.9% | 74.7%-16.8pp | 82.3%-24.4pp | 69.6%-11.7pp |
| Annual return | -5.46% | 12.49%-17.9pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,095 | $5,240-21.9% | $6,426-36.3% | $3,470+18.0% |
| Admin fee / account holder | $26,679 | $5,519+383.4% | $9,285+187.4% | $4,887+445.9% |