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 | $77,207 | $75,935+1.7% | $60,547+27.5% | $125,388-38.4% |
| Participation rate | 65.0% | 76.5%-11.5pp | 68.0%-3.0pp | 83.2%-18.2pp |
| Annual return | -0.84% | -5.38%+4.5pp | 335.64%-336.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,969 | $4,506-34.1% | $3,328-10.8% | $5,352-44.5% |
| Admin fee / account holder | $1,818 | $6,768-73.1% | $4,536-59.9% | $9,541-80.9% |