Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,380 | $197,819-87.2% | $155,789-83.7% | $125,389-79.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -0.35% | 86.73%-87.1pp | 71.54%-71.9pp | 282.24%-282.6pp |
| Employer contribution / active EE | $118 | $4,850-97.6% | $3,839-96.9% | $4,866-97.6% |
| Participant deferral / active EE | $1,718 | $5,631-69.5% | $4,798-64.2% | $5,352-67.9% |
| Admin fee / account holder | $5,807 | $9,544-39.2% | $7,477-22.3% | $9,541-39.1% |