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 | $23,880 | $56,197-57.5% | $67,652-64.7% | $59,633-60.0% |
| Participation rate | 53.8% | 71.5%-17.6pp | 75.7%-21.8pp | 68.7%-14.8pp |
| Annual return | -1.39% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $255 | $1,615-84.2% | $2,266-88.7% | $2,203-88.4% |
| Participant deferral / active EE | $1,492 | $2,844-47.5% | $3,560-58.1% | $3,192-53.3% |
| Admin fee / account holder | $1,960 | $3,958-50.5% | $4,821-59.3% | $4,297-54.4% |