Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $230,681 | $42,910+437.6% | $60,919+278.7% | $68,490+236.8% |
| Participation rate | 57.3% | 66.8%-9.5pp | 73.1%-15.8pp | 67.9%-10.6pp |
| Annual return | -9.72% | -13.99%+4.3pp | 16.96%-26.7pp | -7.85%-1.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,404 | $2,866+123.5% | $3,814+67.9% | $4,028+59.0% |
| Admin fee / account holder | $26,140 | $3,104+742.0% | $3,228+709.9% | $5,403+383.8% |