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 | $19,734 | $82,630-76.1% | $64,105-69.2% | $125,388-84.3% |
| Participation rate | 69.2% | 75.9%-6.6pp | 68.2%+1.1pp | 83.2%-14.0pp |
| Annual return | -1.96% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $73 | $2,671-97.3% | $1,820-96.0% | $4,866-98.5% |
| Participant deferral / active EE | $1,053 | $3,608-70.8% | $2,822-62.7% | $5,352-80.3% |
| Admin fee / account holder | $7,462 | $6,382+16.9% | $4,499+65.9% | $9,541-21.8% |