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 | $33,633 | $133,981-74.9% | $112,249-70.0% | $134,532-75.0% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -17.31% | 47.16%-64.5pp | 27.48%-44.8pp | 418.27%-435.6pp |
| Employer contribution / active EE | $317 | $4,040-92.2% | $3,636-91.3% | $4,741-93.3% |
| Participant deferral / active EE | $3,995 | $5,292-24.5% | $4,729-15.5% | $6,401-37.6% |
| Admin fee / account holder | $2,588 | $7,492-65.5% | $6,412-59.6% | $11,429-77.4% |