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 | $117,701 | $167,353-29.7% | $143,797-18.1% | $134,545-12.5% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -18.97% | 0.48%-19.5pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $269 | $5,620-95.2% | $4,952-94.6% | $4,742-94.3% |
| Participant deferral / active EE | $3,007 | $6,447-53.4% | $5,638-46.7% | $6,401-53.0% |
| Admin fee / account holder | $2,911 | $18,096-83.9% | $14,679-80.2% | $11,431-74.5% |