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 | $89,936 | $95,975-6.3% | $74,549+20.6% | $135,379-33.6% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -3.27% | 56.96%-60.2pp | 32.53%-35.8pp | 519.79%-523.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,257 | $3,844-15.2% | $3,108+4.8% | $5,609-41.9% |
| Admin fee / account holder | $11,412 | $6,522+75.0% | $5,059+125.6% | $10,828+5.4% |