Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,085 | $100,811-52.3% | $86,698-44.5% | $134,545-64.3% |
| Participation rate | 69.2% | 79.0%-9.7pp | 76.6%-7.4pp | 81.2%-12.0pp |
| Annual return | -14.89% | 29.11%-44.0pp | 35.96%-50.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $479 | $3,490-86.3% | $2,837-83.1% | $4,742-89.9% |
| Participant deferral / active EE | $3,049 | $5,339-42.9% | $4,656-34.5% | $6,401-52.4% |
| Admin fee / account holder | $11,600 | $10,926+6.2% | $7,492+54.8% | $11,431+1.5% |