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 | $71,940 | $75,962-5.3% | $154,111-53.3% | $64,173+12.1% |
| Participation rate | 45.7% | 70.4%-24.8pp | 83.0%-37.4pp | 69.6%-23.9pp |
| Annual return | -6.18% | 30.32%-36.5pp | 735.18%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,851 | $3,175-10.2% | $5,081-43.9% | $3,470-17.8% |
| Admin fee / account holder | $791 | $5,589-85.8% | $13,411-94.1% | $4,887-83.8% |