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 | $140,559 | $64,729+117.2% | $112,263+25.2% | $68,490+105.2% |
| Participation rate | 55.9% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-12.0pp |
| Annual return | -17.92% | -11.40%-6.5pp | 27.49%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,071 | $3,566+42.2% | $4,729+7.2% | $4,028+25.9% |
| Admin fee / account holder | $5,153 | $5,222-1.3% | $6,410-19.6% | $5,403-4.6% |