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 | $46,365 | $82,674-43.9% | $125,381-63.0% | $68,486-32.3% |
| Participation rate | 64.7% | 75.1%-10.3pp | 82.4%-17.7pp | 67.9%-3.2pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,488 | $6,111-26.5% | $7,448-39.7% | $4,028+11.4% |
| Admin fee / account holder | $5,370 | $6,277-14.5% | $10,007-46.3% | $5,404-0.6% |