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 | $65,643 | $75,832-13.4% | $147,618-55.5% | $59,633+10.1% |
| Participation rate | 53.1% | 71.6%-18.4pp | 84.6%-31.5pp | 68.7%-15.5pp |
| Annual return | -0.97% | 0.37%-1.3pp | 61.98%-63.0pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,208 | $3,131-29.5% | $4,895-54.9% | $3,192-30.8% |
| Admin fee / account holder | $9,531 | $5,986+59.2% | $11,612-17.9% | $4,297+121.8% |