Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Participant 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,840 | $37,440+57.2% | $77,081-23.7% | $66,930-12.1% |
| Participation rate | 4.9% | 52.9%-48.0pp | 67.9%-63.0pp | 69.8%-64.9pp |
| Annual return | -18.61% | -3.26%-15.3pp | 42.33%-60.9pp | 1.57%-20.2pp |
| Employer contribution / active EE | $307 | $1,534-80.0% | $2,813-89.1% | $2,545-87.9% |
| Participant deferral / active EE | $560 | $2,620-78.6% | $4,428-87.4% | $4,238-86.8% |
| Admin fee / account holder | $385 | $568-32.2% | $5,427-92.9% | $593-35.1% |