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 | $61,185 | $107,809-43.2% | $90,657-32.5% | $135,379-54.8% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -8.43% | -0.90%-7.5pp | 1.89%-10.3pp | 519.79%-528.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,179 | $3,872-69.5% | $3,424-65.6% | $5,609-79.0% |
| Admin fee / account holder | $7,365 | $5,931+24.2% | $4,994+47.5% | $10,828-32.0% |