Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $83,099 | $106,905-22.3% | $84,020-1.1% | $152,885-45.6% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 0.00% | 105.00%-105.0pp | 71.31%-71.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $219 | $2,735-92.0% | $1,984-89.0% | $4,763-95.4% |
| Participant deferral / active EE | $1,610 | $4,012-59.9% | $3,239-50.3% | $5,851-72.5% |
| Admin fee / account holder | $24,277 | $8,287+193.0% | $6,101+297.9% | $11,598+109.3% |