Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,270 | $190,879-78.4% | $160,009-74.2% | $134,532-69.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -15.02% | 552.63%-567.7pp | 408.85%-423.9pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,929 | $6,924-72.1% | $6,183-68.8% | $6,401-69.9% |
| Admin fee / account holder | $1,694 | $10,495-83.9% | $8,715-80.6% | $11,429-85.2% |