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 | $72,312 | $106,551-32.1% | $91,225-20.7% | $134,532-46.2% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.2%-17.6pp | 81.2%-25.7pp |
| Annual return | -18.29% | 160.78%-179.1pp | 114.12%-132.4pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,300 | $4,718-30.1% | $4,233-22.0% | $6,401-48.4% |
| Admin fee / account holder | $2,259 | $6,234-63.8% | $5,422-58.3% | $11,429-80.2% |