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 | $44,367 | $91,537-51.5% | $130,045-65.9% | $75,173-41.0% |
| Participation rate | 62.1% | 71.5%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 18.15% | -631.55%+649.7pp | -137.30%+155.5pp | 160.72%-142.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,042 | $4,343-53.0% | $5,820-64.9% | $4,126-50.5% |
| Admin fee / account holder | $1,671 | $6,780-75.3% | $10,600-84.2% | $5,651-70.4% |