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 | $11,300 | $95,895-88.2% | $79,576-85.8% | $134,509-91.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -18.25% | -2.72%-15.5pp | 0.15%-18.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $415 | $3,128-86.7% | $2,413-82.8% | $4,741-91.3% |
| Participant deferral / active EE | $1,658 | $4,693-64.7% | $3,985-58.4% | $6,400-74.1% |
| Admin fee / account holder | $1,533 | $9,129-83.2% | $6,834-77.6% | $11,427-86.6% |