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 | $105,852 | $167,504-36.8% | $151,628-30.2% | $134,509-21.3% |
| Participation rate | 65.2% | 88.4%-23.2pp | 87.5%-22.3pp | 81.2%-16.0pp |
| Annual return | -12.36% | 7.81%-20.2pp | 3.34%-15.7pp | 418.13%-430.5pp |
| Employer contribution / active EE | $1,073 | $6,828-84.3% | $6,165-82.6% | $4,741-77.4% |
| Participant deferral / active EE | $5,027 | $8,985-44.1% | $8,363-39.9% | $6,400-21.5% |
| Admin fee / account holder | $46,491 | $13,779+237.4% | $11,613+300.3% | $11,427+306.9% |