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 | $33,983 | $138,075-75.4% | $123,552-72.5% | $135,379-74.9% |
| Participation rate | 38.1% | 84.7%-46.6pp | 82.3%-44.2pp | 82.6%-44.5pp |
| Annual return | -5.91% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,618 | $6,800-32.1% | $6,426-28.1% | $5,609-17.7% |
| Admin fee / account holder | $347 | $10,917-96.8% | $9,285-96.3% | $10,828-96.8% |