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 | $81,842 | $46,697+75.3% | $117,533-30.4% | $68,486+19.5% |
| Participation rate | 30.8% | 56.8%-26.0pp | 70.6%-39.8pp | 67.9%-37.1pp |
| Annual return | -10.58% | -14.52%+3.9pp | 29.77%-40.3pp | -7.85%-2.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,491 | $2,637+70.3% | $4,072+10.3% | $4,028+11.5% |
| Admin fee / account holder | $3,239 | $4,023-19.5% | $5,647-42.6% | $5,404-40.1% |