Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,593 | $167,362-66.8% | $143,799-61.3% | $134,532-58.7% |
| Participation rate | 14.3% | 84.8%-70.5pp | 80.3%-66.0pp | 81.2%-66.9pp |
| Annual return | -12.76% | 0.47%-13.2pp | -0.04%-12.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $306 | $5,620-94.6% | $4,952-93.8% | $4,741-93.6% |
| Participant deferral / active EE | $2,400 | $6,447-62.8% | $5,638-57.4% | $6,401-62.5% |
| Admin fee / account holder | $57,587 | $18,094+218.3% | $14,677+292.4% | $11,429+403.9% |