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 | $31,364 | $133,998-76.6% | $112,263-72.1% | $134,545-76.7% |
| Participation rate | 54.2% | 78.6%-24.4pp | 75.1%-20.9pp | 81.2%-27.1pp |
| Annual return | -16.03% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $649 | $4,040-83.9% | $3,636-82.2% | $4,742-86.3% |
| Participant deferral / active EE | $3,053 | $5,292-42.3% | $4,729-35.4% | $6,401-52.3% |
| Admin fee / account holder | $15,659 | $7,493+109.0% | $6,410+144.3% | $11,431+37.0% |