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 | $56,227 | $100,805-44.2% | $86,698-35.1% | $134,532-58.2% |
| Participation rate | 58.8% | 79.0%-20.1pp | 76.6%-17.8pp | 81.2%-22.4pp |
| Annual return | -17.59% | 29.09%-46.7pp | 35.95%-53.5pp | 418.27%-435.9pp |
| Employer contribution / active EE | $459 | $3,490-86.9% | $2,837-83.8% | $4,741-90.3% |
| Participant deferral / active EE | $2,730 | $5,339-48.9% | $4,656-41.4% | $6,401-57.3% |
| Admin fee / account holder | $1,600 | $10,925-85.4% | $7,493-78.7% | $11,429-86.0% |