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 | $49,717 | $138,076-64.0% | $123,553-59.8% | $135,380-63.3% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -7.45% | 153.70%-161.1pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $293 | $5,152-94.3% | $4,628-93.7% | $4,779-93.9% |
| Participant deferral / active EE | $2,776 | $6,800-59.2% | $6,426-56.8% | $5,609-50.5% |
| Admin fee / account holder | $2,224 | $10,917-79.6% | $9,284-76.0% | $10,828-79.5% |