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 | $23,930 | $167,522-85.7% | $151,639-84.2% | $134,532-82.2% |
| Participation rate | 45.5% | 88.4%-42.9pp | 87.5%-42.0pp | 81.2%-35.8pp |
| Annual return | -19.09% | 7.81%-26.9pp | 3.34%-22.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $549 | $6,828-92.0% | $6,165-91.1% | $4,741-88.4% |
| Participant deferral / active EE | $3,266 | $8,986-63.6% | $8,363-60.9% | $6,401-49.0% |
| Admin fee / account holder | $5,018 | $13,780-63.6% | $11,613-56.8% | $11,429-56.1% |