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 | $43,640 | $45,566-4.2% | $64,105-31.9% | $59,633-26.8% |
| Participation rate | 26.0% | 60.2%-34.2pp | 68.2%-42.2pp | 68.7%-42.7pp |
| Annual return | 1.42% | 4.95%-3.5pp | 791.24%-789.8pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $2 | $934-99.7% | $1,820-99.9% | $2,203-99.9% |
| Participant deferral / active EE | $1,118 | $2,057-45.6% | $2,822-60.4% | $3,192-65.0% |
| Admin fee / account holder | $17,202 | $3,268+426.5% | $4,499+282.3% | $4,297+300.3% |