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 | $31,741 | $75,962-58.2% | $154,108-79.4% | $64,173-50.5% |
| Participation rate | 48.8% | 70.4%-21.6pp | 83.0%-34.3pp | 69.6%-20.8pp |
| Annual return | -6.39% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $250 | $3,350-92.6% | $5,298-95.3% | $2,381-89.5% |
| Participant deferral / active EE | $2,259 | $3,175-28.8% | $5,081-55.5% | $3,470-34.9% |
| Admin fee / account holder | $4,197 | $5,589-24.9% | $13,411-68.7% | $4,887-14.1% |