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 | $30,833 | $167,362-81.6% | $143,799-78.6% | $134,532-77.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -17.20% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $380 | $5,620-93.2% | $4,952-92.3% | $4,741-92.0% |
| Participant deferral / active EE | $2,326 | $6,447-63.9% | $5,638-58.7% | $6,401-63.7% |
| Admin fee / account holder | $1,033 | $18,094-94.3% | $14,677-93.0% | $11,429-91.0% |