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 | $65,002 | $100,811-35.5% | $86,698-25.0% | $134,545-51.7% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -15.82% | 29.11%-44.9pp | 35.96%-51.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $5 | $3,490-99.9% | $2,837-99.8% | $4,742-99.9% |
| Participant deferral / active EE | $4,128 | $5,339-22.7% | $4,656-11.4% | $6,401-35.5% |
| Admin fee / account holder | $53,779 | $10,926+392.2% | $7,492+617.8% | $11,431+370.5% |