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 | $70,547 | $75,962-7.1% | $154,108-54.2% | $64,173+9.9% |
| Participation rate | 28.3% | 70.4%-42.1pp | 83.0%-54.7pp | 69.6%-41.3pp |
| Annual return | -6.93% | 30.32%-37.3pp | 735.21%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,498 | $3,175-52.8% | $5,081-70.5% | $3,470-56.8% |
| Admin fee / account holder | $6,471 | $5,589+15.8% | $13,411-51.8% | $4,887+32.4% |