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 | $65,263 | $95,917-32.0% | $79,583-18.0% | $134,545-51.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -15.26% | -2.70%-12.6pp | 0.16%-15.4pp | 418.37%-433.6pp |
| Employer contribution / active EE | $278 | $3,129-91.1% | $2,414-88.5% | $4,742-94.1% |
| Participant deferral / active EE | $2,274 | $4,694-51.6% | $3,986-42.9% | $6,401-64.5% |
| Admin fee / account holder | $13,812 | $9,132+51.2% | $6,835+102.1% | $11,431+20.8% |