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 | $41,270 | $138,076-70.1% | $123,553-66.6% | $135,380-69.5% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -6.40% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $729 | $5,152-85.9% | $4,628-84.3% | $4,779-84.8% |
| Participant deferral / active EE | $2,238 | $6,800-67.1% | $6,426-65.2% | $5,609-60.1% |
| Admin fee / account holder | $7,523 | $10,917-31.1% | $9,284-19.0% | $10,828-30.5% |