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 | $52,185 | $84,685-38.4% | $73,836-29.3% | $125,389-58.4% |
| Participation rate | 52.4% | 76.8%-24.4pp | 73.4%-21.1pp | 83.2%-30.8pp |
| Annual return | -2.39% | 3123.80%-3126.2pp | 2268.06%-2270.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,361 | $3,993-40.9% | $3,583-34.1% | $5,352-55.9% |
| Admin fee / account holder | $745 | $5,694-86.9% | $4,882-84.7% | $9,541-92.2% |