Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $82,804 | $97,729-15.3% | $83,830-1.2% | $135,379-38.8% |
| Participation rate | 58.8% | 80.0%-21.1pp | 76.1%-17.3pp | 82.6%-23.8pp |
| Annual return | -3.40% | 1287.52%-1290.9pp | 850.97%-854.4pp | 519.79%-523.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,413 | $4,683-5.8% | $4,082+8.1% | $5,609-21.3% |
| Admin fee / account holder | $1,123 | $6,674-83.2% | $5,479-79.5% | $10,828-89.6% |