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 | $220,771 | $77,816+183.7% | $123,549+78.7% | $64,181+244.0% |
| Participation rate | 68.6% | 74.7%-6.1pp | 82.3%-13.7pp | 69.6%-1.0pp |
| Annual return | -7.31% | 12.49%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,557 | $5,240+139.6% | $6,426+95.4% | $3,470+261.9% |
| Admin fee / account holder | $1,752 | $5,519-68.3% | $9,284-81.1% | $4,887-64.2% |