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 | $106,091 | $91,525+15.9% | $130,026-18.4% | $75,181+41.1% |
| Participation rate | 42.4% | 71.4%-29.0pp | 78.5%-36.1pp | 67.2%-24.8pp |
| Annual return | 20.37% | -631.40%+651.8pp | -137.26%+157.6pp | 160.69%-140.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,222 | $4,342-48.8% | $5,821-61.8% | $4,126-46.1% |
| Admin fee / account holder | $4,750 | $6,778-29.9% | $10,608-55.2% | $5,650-15.9% |