Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,238 | $72,388-67.9% | $111,392-79.1% | $64,181-63.8% |
| Participation rate | 59.2% | 70.5%-11.3pp | 78.9%-19.7pp | 69.6%-10.4pp |
| Annual return | -4.22% | -1.50%-2.7pp | -2.06%-2.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $594 | $3,000-80.2% | $4,328-86.3% | $2,381-75.0% |
| Participant deferral / active EE | $4,926 | $4,241+16.1% | $5,567-11.5% | $3,470+42.0% |
| Admin fee / account holder | $6,645 | $5,719+16.2% | $12,266-45.8% | $4,887+36.0% |