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 | $108,722 | $48,274+125.2% | $63,244+71.9% | $59,633+82.3% |
| Participation rate | 57.1% | 66.3%-9.2pp | 71.0%-13.9pp | 68.7%-11.5pp |
| Annual return | -0.86% | -240.79%+239.9pp | -70.31%+69.4pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,864 | $2,343+64.9% | $2,953+30.8% | $3,192+21.1% |
| Admin fee / account holder | $1,679 | $3,600-53.4% | $5,893-71.5% | $4,297-60.9% |