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 | $78,745 | $91,537-14.0% | $130,045-39.4% | $75,173+4.8% |
| Participation rate | 67.2% | 71.5%-4.2pp | 78.5%-11.3pp | 67.2%0pp |
| Annual return | 18.21% | -631.55%+649.8pp | -137.30%+155.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $675 | $2,845-76.3% | $4,321-84.4% | $2,671-74.7% |
| Participant deferral / active EE | $2,082 | $4,343-52.1% | $5,820-64.2% | $4,126-49.5% |
| Admin fee / account holder | $3,219 | $6,780-52.5% | $10,600-69.6% | $5,651-43.0% |