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 | $45,079 | $52,519-14.2% | $155,789-71.1% | $59,633-24.4% |
| Participation rate | 42.4% | 61.7%-19.3pp | 76.1%-33.7pp | 68.7%-26.2pp |
| Annual return | -0.23% | 53.51%-53.7pp | 71.54%-71.8pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,621 | $3,084-47.4% | $4,798-66.2% | $3,192-49.2% |
| Admin fee / account holder | $10,961 | $3,540+209.6% | $7,477+46.6% | $4,297+155.1% |