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 | $52,284 | $84,551-38.2% | $61,452-14.9% | $134,532-61.1% |
| Participation rate | 45.8% | 62.2%-16.4pp | 52.6%-6.7pp | 81.2%-35.4pp |
| Annual return | -19.35% | 585.39%-604.7pp | 338.96%-358.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,444 | $2,818-48.8% | $2,125-32.1% | $6,401-77.4% |
| Admin fee / account holder | $2,477 | $2,587-4.3% | $2,131+16.3% | $11,429-78.3% |