Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $73,365 | $142,392-48.5% | $119,622-38.7% | $134,532-45.5% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -16.96% | -12.46%-4.5pp | -14.98%-2.0pp | 418.27%-435.2pp |
| Employer contribution / active EE | $990 | $5,224-81.1% | $4,232-76.6% | $4,741-79.1% |
| Participant deferral / active EE | $2,485 | $6,467-61.6% | $5,601-55.6% | $6,401-61.2% |
| Admin fee / account holder | $1,267 | $13,593-90.7% | $10,328-87.7% | $11,429-88.9% |