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 | $59,938 | $134,001-55.3% | $112,258-46.6% | $134,509-55.4% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.1%-28.9pp | 81.2%-35.1pp |
| Annual return | -8.11% | 47.15%-55.3pp | 27.47%-35.6pp | 418.13%-426.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,976 | $5,291-24.9% | $4,728-15.9% | $6,400-37.9% |
| Admin fee / account holder | $7,569 | $7,491+1.0% | $6,411+18.1% | $11,427-33.8% |