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 | $108,244 | $147,167-26.4% | $111,392-2.8% | $135,380-20.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 78.9%-28.9pp | 82.6%-32.6pp |
| Annual return | -7.35% | -4.44%-2.9pp | -2.06%-5.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $686 | $5,204-86.8% | $4,328-84.1% | $4,779-85.6% |
| Participant deferral / active EE | $2,569 | $6,565-60.9% | $5,567-53.9% | $5,609-54.2% |
| Admin fee / account holder | $383 | $20,270-98.1% | $12,266-96.9% | $10,828-96.5% |