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 | $91,802 | $152,591-39.8% | $117,529-21.9% | $134,545-31.8% |
| Participation rate | 22.2% | 77.1%-54.9pp | 70.6%-48.4pp | 81.2%-59.0pp |
| Annual return | -17.46% | 53.04%-70.5pp | 29.77%-47.2pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $494 | $4,821-89.7% | $4,072-87.9% | $6,401-92.3% |
| Admin fee / account holder | $1,438 | $7,004-79.5% | $5,645-74.5% | $11,431-87.4% |