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 | $26,631 | $92,743-71.3% | $82,744-67.8% | $134,532-80.2% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -20.03% | 946.63%-966.7pp | 702.22%-722.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $218 | $3,273-93.3% | $3,008-92.8% | $4,741-95.4% |
| Participant deferral / active EE | $1,329 | $4,802-72.3% | $4,395-69.7% | $6,401-79.2% |
| Admin fee / account holder | $948 | $5,977-84.1% | $5,325-82.2% | $11,429-91.7% |