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 | $57,500 | $138,078-58.4% | $125,363-54.1% | $134,509-57.3% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -14.29% | 750.49%-764.8pp | 572.15%-586.4pp | 418.13%-432.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,030 | $7,800-48.3% | $7,447-45.9% | $6,400-37.0% |
| Admin fee / account holder | $3,289 | $11,566-71.6% | $10,005-67.1% | $11,427-71.2% |