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 | $76,256 | $105,867-28.0% | $90,760-16.0% | $134,532-43.3% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -19.13% | -10.99%-8.1pp | -12.16%-7.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $583 | $3,464-83.2% | $2,922-80.0% | $4,741-87.7% |
| Participant deferral / active EE | $1,505 | $5,217-71.1% | $4,565-67.0% | $6,401-76.5% |
| Admin fee / account holder | $1,473 | $13,936-89.4% | $8,444-82.6% | $11,429-87.1% |