Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,182 | $133,998-70.0% | $112,263-64.2% | $134,545-70.1% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -18.20% | 47.17%-65.4pp | 27.49%-45.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $543 | $4,040-86.6% | $3,636-85.1% | $4,742-88.6% |
| Participant deferral / active EE | $5,265 | $5,292-0.5% | $4,729+11.3% | $6,401-17.8% |
| Admin fee / account holder | $4,041 | $7,493-46.1% | $6,410-37.0% | $11,431-64.6% |