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 | $45,797 | $152,597-70.0% | $117,533-61.0% | $134,532-66.0% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -11.39% | 53.04%-64.4pp | 29.77%-41.2pp | 418.27%-429.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,986 | $4,821-38.1% | $4,072-26.7% | $6,401-53.4% |
| Admin fee / account holder | $469 | $7,007-93.3% | $5,647-91.7% | $11,429-95.9% |