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 | $45,691 | $167,522-72.7% | $151,639-69.9% | $134,532-66.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -19.27% | 7.81%-27.1pp | 3.34%-22.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $259 | $6,828-96.2% | $6,165-95.8% | $4,741-94.5% |
| Participant deferral / active EE | $4,250 | $8,986-52.7% | $8,363-49.2% | $6,401-33.6% |
| Admin fee / account holder | $717 | $13,780-94.8% | $11,613-93.8% | $11,429-93.7% |