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 | $45,834 | $91,537-49.9% | $130,045-64.8% | $75,173-39.0% |
| Participation rate | 54.8% | 71.5%-16.6pp | 78.5%-23.7pp | 67.2%-12.4pp |
| Annual return | 16.92% | -631.55%+648.5pp | -137.30%+154.2pp | 160.72%-143.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,430 | $4,343-44.0% | $5,820-58.2% | $4,126-41.1% |
| Admin fee / account holder | $4,820 | $6,780-28.9% | $10,600-54.5% | $5,651-14.7% |