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 | $56,424 | $44,103+27.9% | $75,826-25.6% | $64,173-12.1% |
| Participation rate | 28.8% | 62.7%-33.9pp | 68.2%-39.4pp | 69.6%-40.8pp |
| Annual return | -4.33% | -4.72%+0.4pp | 1914.15%-1918.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,373 | $2,204-37.7% | $2,862-52.0% | $3,470-60.4% |
| Admin fee / account holder | $1,445 | $3,506-58.8% | $4,726-69.4% | $4,887-70.4% |