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 | $54,471 | $100,792-46.0% | $86,691-37.2% | $134,509-59.5% |
| Participation rate | 34.8% | 78.9%-44.2pp | 76.6%-41.8pp | 81.2%-46.4pp |
| Annual return | -17.85% | 29.08%-46.9pp | 35.94%-53.8pp | 418.13%-436.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,235 | $5,339-39.4% | $4,656-30.5% | $6,400-49.5% |
| Admin fee / account holder | $1,215 | $10,924-88.9% | $7,492-83.8% | $11,427-89.4% |