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 | $49,784 | $105,867-53.0% | $90,760-45.1% | $134,532-63.0% |
| Participation rate | 55.6% | 78.3%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -14.89% | -10.99%-3.9pp | -12.16%-2.7pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,006 | $5,217-61.6% | $4,565-56.1% | $6,401-68.7% |
| Admin fee / account holder | $1,274 | $13,936-90.9% | $8,444-84.9% | $11,429-88.9% |