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 | $47,609 | $138,114-65.5% | $125,391-62.0% | $134,545-64.6% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -19.44% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,592 | $7,801-15.5% | $7,448-11.5% | $6,401+3.0% |
| Admin fee / account holder | $560 | $11,570-95.2% | $10,009-94.4% | $11,431-95.1% |