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 | $14,664 | $95,895-84.7% | $79,576-81.6% | $134,509-89.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -16.01% | -2.72%-13.3pp | 0.15%-16.2pp | 418.13%-434.1pp |
| Employer contribution / active EE | $369 | $3,128-88.2% | $2,413-84.7% | $4,741-92.2% |
| Participant deferral / active EE | $1,719 | $4,693-63.4% | $3,985-56.9% | $6,400-73.1% |
| Admin fee / account holder | $924 | $9,129-89.9% | $6,834-86.5% | $11,427-91.9% |