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 | $39,675 | $90,617-56.2% | $79,476-50.1% | $135,382-70.7% |
| Participation rate | 55.6% | 76.1%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -4.30% | 977.57%-981.9pp | 718.21%-722.5pp | 519.77%-524.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,323 | $4,050-18.0% | $3,704-10.3% | $5,609-40.8% |
| Admin fee / account holder | $55,448 | $5,907+838.6% | $5,113+984.4% | $10,829+412.1% |