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 | $46,023 | $52,519-12.4% | $155,789-70.5% | $59,633-22.8% |
| Participation rate | 39.1% | 61.7%-22.6pp | 76.1%-37.0pp | 68.7%-29.5pp |
| Annual return | -0.89% | 53.51%-54.4pp | 71.54%-72.4pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $11 | $1,589-99.3% | $3,839-99.7% | $2,203-99.5% |
| Participant deferral / active EE | $1,912 | $3,084-38.0% | $4,798-60.2% | $3,192-40.1% |
| Admin fee / account holder | $3,286 | $3,540-7.2% | $7,477-56.0% | $4,297-23.5% |