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 | $31,065 | $101,283-69.3% | $75,826-59.0% | $135,380-77.1% |
| Participation rate | 47.4% | 72.7%-25.4pp | 68.2%-20.9pp | 82.6%-35.3pp |
| Annual return | -8.52% | 3384.62%-3393.1pp | 1914.15%-1922.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $803 | $3,469-76.8% | $2,862-71.9% | $5,609-85.7% |
| Admin fee / account holder | $436 | $6,539-93.3% | $4,726-90.8% | $10,828-96.0% |