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 | $25,310 | $69,012-63.3% | $160,037-84.2% | $68,490-63.0% |
| Participation rate | 64.4% | 65.4%-1.0pp | 78.0%-13.5pp | 67.9%-3.5pp |
| Annual return | -16.42% | -9.65%-6.8pp | 408.95%-425.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $339 | $2,212-84.7% | $4,226-92.0% | $2,597-86.9% |
| Participant deferral / active EE | $2,190 | $4,212-48.0% | $6,184-64.6% | $4,028-45.6% |
| Admin fee / account holder | $1,888 | $4,798-60.7% | $8,716-78.3% | $5,403-65.1% |