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 | $79,469 | $92,766-14.3% | $82,763-4.0% | $134,545-40.9% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | -18.18% | 946.97%-965.2pp | 702.45%-720.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,706 | $4,802-22.8% | $4,395-15.7% | $6,401-42.1% |
| Admin fee / account holder | $827 | $5,978-86.2% | $5,325-84.5% | $11,431-92.8% |