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 | $25,686 | $52,519-51.1% | $155,789-83.5% | $59,633-56.9% |
| Participation rate | 61.5% | 61.7%-0.2pp | 76.1%-14.6pp | 68.7%-7.1pp |
| Annual return | -2.04% | 53.51%-55.6pp | 71.54%-73.6pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,938 | $3,084+27.7% | $4,798-17.9% | $3,192+23.4% |
| Admin fee / account holder | $2,983 | $3,540-15.7% | $7,477-60.1% | $4,297-30.6% |