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 | $47,745 | $180,459-73.5% | $154,108-69.0% | $135,380-64.7% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -5.52% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $886 | $6,035-85.3% | $5,298-83.3% | $4,779-81.5% |
| Participant deferral / active EE | $3,877 | $5,806-33.2% | $5,081-23.7% | $5,609-30.9% |
| Admin fee / account holder | $990 | $16,145-93.9% | $13,411-92.6% | $10,828-90.9% |