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 | $28,294 | $138,072-79.5% | $123,549-77.1% | $135,382-79.1% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -6.66% | 153.69%-160.4pp | 119.20%-125.9pp | 519.77%-526.4pp |
| Employer contribution / active EE | $536 | $5,152-89.6% | $4,628-88.4% | $4,779-88.8% |
| Participant deferral / active EE | $2,270 | $6,799-66.6% | $6,426-64.7% | $5,609-59.5% |
| Admin fee / account holder | $4,745 | $10,917-56.5% | $9,284-48.9% | $10,829-56.2% |