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 | $72,003 | $167,353-57.0% | $143,797-49.9% | $134,545-46.5% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -17.55% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $603 | $5,620-89.3% | $4,952-87.8% | $4,742-87.3% |
| Participant deferral / active EE | $3,368 | $6,447-47.8% | $5,638-40.3% | $6,401-47.4% |
| Admin fee / account holder | $749 | $18,096-95.9% | $14,679-94.9% | $11,431-93.4% |