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 | $80,089 | $91,536-12.5% | $130,062-38.4% | $75,177+6.5% |
| Participation rate | 52.0% | 71.5%-19.5pp | 78.5%-26.5pp | 67.2%-15.2pp |
| Annual return | 23.16% | -631.62%+654.8pp | -137.37%+160.5pp | 160.75%-137.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,627 | $4,343-16.5% | $5,821-37.7% | $4,126-12.1% |
| Admin fee / account holder | $1,904 | $6,780-71.9% | $10,601-82.0% | $5,651-66.3% |