Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,102 | $190,862-84.2% | $159,991-81.2% | $134,509-77.6% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.0%-24.1pp | 81.2%-27.4pp |
| Annual return | -18.82% | 552.59%-571.4pp | 408.82%-427.6pp | 418.13%-437.0pp |
| Employer contribution / active EE | $418 | $4,995-91.6% | $4,225-90.1% | $4,741-91.2% |
| Participant deferral / active EE | $1,534 | $6,924-77.8% | $6,183-75.2% | $6,400-76.0% |
| Admin fee / account holder | $12,320 | $10,495+17.4% | $8,715+41.4% | $11,427+7.8% |