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 | $48,799 | $75,959-35.8% | $154,114-68.3% | $64,181-24.0% |
| Participation rate | 65.0% | 70.4%-5.4pp | 83.0%-18.0pp | 69.6%-4.6pp |
| Annual return | -6.10% | 30.32%-36.4pp | 735.16%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $111 | $3,350-96.7% | $5,298-97.9% | $2,381-95.3% |
| Participant deferral / active EE | $923 | $3,175-70.9% | $5,081-81.8% | $3,470-73.4% |
| Admin fee / account holder | $807 | $5,589-85.6% | $13,411-94.0% | $4,887-83.5% |