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 | $38,567 | $138,075-72.1% | $123,552-68.8% | $135,379-71.5% |
| Participation rate | 22.2% | 84.7%-62.5pp | 82.3%-60.1pp | 82.6%-60.4pp |
| Annual return | -8.59% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,822 | $6,800-43.8% | $6,426-40.5% | $5,609-31.9% |
| Admin fee / account holder | $483 | $10,917-95.6% | $9,285-94.8% | $10,828-95.5% |