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 | $105,089 | $118,875-11.6% | $96,572+8.8% | $167,553-37.3% |
| Participation rate | 35.0% | 75.5%-40.5pp | 69.8%-34.8pp | 82.1%-47.1pp |
| Annual return | 14.78% | 50.50%-35.7pp | 37.79%-23.0pp | 478.89%-464.1pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,644 | $4,617-42.7% | $3,850-31.3% | $6,343-58.3% |
| Admin fee / account holder | $897 | $8,070-88.9% | $6,183-85.5% | $12,316-92.7% |