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 | $46,961 | $44,103+6.5% | $75,826-38.1% | $64,173-26.8% |
| Participation rate | 36.4% | 62.7%-26.4pp | 68.2%-31.9pp | 69.6%-33.2pp |
| Annual return | -6.17% | -4.72%-1.5pp | 1914.15%-1920.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $137 | $1,446-90.6% | $1,913-92.9% | $2,381-94.3% |
| Participant deferral / active EE | $1,133 | $2,204-48.6% | $2,862-60.4% | $3,470-67.4% |
| Admin fee / account holder | $7,774 | $3,506+121.7% | $4,726+64.5% | $4,887+59.1% |