Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,409 | $138,078-69.3% | $125,363-66.2% | $134,509-68.5% |
| Participation rate | 31.3% | 84.5%-53.2pp | 82.4%-51.1pp | 81.2%-50.0pp |
| Annual return | -19.07% | 750.49%-769.6pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $139 | $5,245-97.3% | $4,815-97.1% | $4,741-97.1% |
| Participant deferral / active EE | $4,572 | $7,800-41.4% | $7,447-38.6% | $6,400-28.6% |
| Admin fee / account holder | $39,934 | $11,566+245.3% | $10,005+299.1% | $11,427+249.5% |