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 | $58,463 | $138,075-57.7% | $123,552-52.7% | $135,379-56.8% |
| Participation rate | 45.8% | 84.7%-38.9pp | 82.3%-36.5pp | 82.6%-36.8pp |
| Annual return | -6.86% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,474 | $6,800-63.6% | $6,426-61.5% | $5,609-55.9% |
| Admin fee / account holder | $2,200 | $10,917-79.9% | $9,285-76.3% | $10,828-79.7% |