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 | $91,820 | $180,459-49.1% | $154,108-40.4% | $135,380-32.2% |
| Participation rate | 69.6% | 87.4%-17.9pp | 83.0%-13.5pp | 82.6%-13.1pp |
| Annual return | -4.07% | 888.21%-892.3pp | 735.21%-739.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $758 | $6,035-87.4% | $5,298-85.7% | $4,779-84.1% |
| Participant deferral / active EE | $4,656 | $5,806-19.8% | $5,081-8.4% | $5,609-17.0% |
| Admin fee / account holder | $7,635 | $16,145-52.7% | $13,411-43.1% | $10,828-29.5% |