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 | $51,953 | $92,219-43.7% | $76,768-32.3% | $135,379-61.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -3.58% | 5.46%-9.0pp | 2.43%-6.0pp | 519.79%-523.4pp |
| Employer contribution / active EE | $442 | $3,216-86.3% | $2,485-82.2% | $4,779-90.7% |
| Participant deferral / active EE | $1,929 | $4,508-57.2% | $3,852-49.9% | $5,609-65.6% |
| Admin fee / account holder | $74,582 | $10,749+593.9% | $6,675+1017.3% | $10,828+588.8% |