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 | $80,525 | $105,866-23.9% | $90,766-11.3% | $134,545-40.2% |
| Participation rate | 64.7% | 78.3%-13.6pp | 75.7%-11.0pp | 81.2%-16.5pp |
| Annual return | -15.24% | -10.99%-4.3pp | -12.16%-3.1pp | 418.37%-433.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,384 | $5,217-16.0% | $4,565-4.0% | $6,401-31.5% |
| Admin fee / account holder | $28,941 | $13,938+107.6% | $8,446+242.7% | $11,431+153.2% |