Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $112,045 | $138,102-18.9% | $125,381-10.6% | $134,532-16.7% |
| Participation rate | 12.5% | 84.5%-72.0pp | 82.4%-69.9pp | 81.2%-68.7pp |
| Annual return | -20.66% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-438.9pp |
| Employer contribution / active EE | $150 | $5,245-97.1% | $4,815-96.9% | $4,741-96.8% |
| Participant deferral / active EE | $2,750 | $7,801-64.7% | $7,448-63.1% | $6,401-57.0% |
| Admin fee / account holder | $1,597 | $11,568-86.2% | $10,007-84.0% | $11,429-86.0% |