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 | $120,382 | $54,355+121.5% | $82,744+45.5% | $68,486+75.8% |
| Participation rate | 29.6% | 63.9%-34.3pp | 72.6%-42.9pp | 67.9%-38.3pp |
| Annual return | -3.43% | -13.67%+10.2pp | 702.22%-705.7pp | -7.85%+4.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,167 | $3,246-64.1% | $4,395-73.5% | $4,028-71.0% |
| Admin fee / account holder | $1,917 | $4,397-56.4% | $5,325-64.0% | $5,404-64.5% |