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 | $47,913 | $92,219-48.0% | $76,767-37.6% | $135,380-64.6% |
| Participation rate | 68.2% | 79.8%-11.6pp | 77.0%-8.8pp | 82.6%-14.5pp |
| Annual return | -7.74% | 5.46%-13.2pp | 2.43%-10.2pp | 519.81%-527.5pp |
| Employer contribution / active EE | $490 | $3,216-84.8% | $2,485-80.3% | $4,779-89.8% |
| Participant deferral / active EE | $2,084 | $4,508-53.8% | $3,852-45.9% | $5,609-62.8% |
| Admin fee / account holder | $4,933 | $10,749-54.1% | $6,675-26.1% | $10,828-54.4% |