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 | $11,063 | $92,743-88.1% | $82,744-86.6% | $134,532-91.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -12.96% | 946.63%-959.6pp | 702.22%-715.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $302 | $3,273-90.8% | $3,008-90.0% | $4,741-93.6% |
| Participant deferral / active EE | $2,921 | $4,802-39.2% | $4,395-33.5% | $6,401-54.4% |
| Admin fee / account holder | $5,149 | $5,977-13.9% | $5,325-3.3% | $11,429-54.9% |