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 | $67,642 | $82,674-18.2% | $125,381-46.1% | $68,486-1.2% |
| Participation rate | 51.2% | 75.1%-23.8pp | 82.4%-31.2pp | 67.9%-16.7pp |
| Annual return | -15.18% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,665 | $6,111+9.1% | $7,448-10.5% | $4,028+65.5% |
| Admin fee / account holder | $2,377 | $6,277-62.1% | $10,007-76.2% | $5,404-56.0% |