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 | $41,699 | $82,674-49.6% | $125,363-66.7% | $68,495-39.1% |
| Participation rate | 54.9% | 75.0%-20.2pp | 82.4%-27.5pp | 67.9%-13.0pp |
| Annual return | -19.20% | -5.97%-13.2pp | 572.15%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $383 | $3,382-88.7% | $4,815-92.0% | $2,596-85.2% |
| Participant deferral / active EE | $4,478 | $6,111-26.7% | $7,447-39.9% | $4,028+11.2% |
| Admin fee / account holder | $1,860 | $6,276-70.4% | $10,005-81.4% | $5,403-65.6% |