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 | $96,848 | $77,817+24.5% | $123,553-21.6% | $64,173+50.9% |
| Participation rate | 53.6% | 74.7%-21.1pp | 82.3%-28.7pp | 69.6%-16.0pp |
| Annual return | 0.47% | 12.49%-12.0pp | 119.21%-118.7pp | 7.63%-7.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,132 | $5,240-2.1% | $6,426-20.1% | $3,470+47.9% |
| Admin fee / account holder | $1,345 | $5,519-75.6% | $9,284-85.5% | $4,887-72.5% |