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 | $36,691 | $54,357-32.5% | $82,706-55.6% | $68,495-46.4% |
| Participation rate | 35.7% | 63.9%-28.2pp | 72.6%-36.8pp | 67.9%-32.2pp |
| Annual return | -15.27% | -13.67%-1.6pp | 701.76%-717.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,969 | $3,246-39.4% | $4,394-55.2% | $4,028-51.1% |
| Admin fee / account holder | $7,474 | $4,396+70.0% | $5,329+40.3% | $5,403+38.3% |