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 | $26,017 | $133,998-80.6% | $112,263-76.8% | $134,545-80.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -12.49% | 47.17%-59.7pp | 27.49%-40.0pp | 418.37%-430.9pp |
| Employer contribution / active EE | $426 | $4,040-89.5% | $3,636-88.3% | $4,742-91.0% |
| Participant deferral / active EE | $2,585 | $5,292-51.1% | $4,729-45.3% | $6,401-59.6% |
| Admin fee / account holder | $2,793 | $7,493-62.7% | $6,410-56.4% | $11,431-75.6% |