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 | $54,993 | $142,392-61.4% | $119,622-54.0% | $134,532-59.1% |
| Participation rate | 60.9% | 82.8%-22.0pp | 79.3%-18.4pp | 81.2%-20.4pp |
| Annual return | -17.22% | -12.46%-4.8pp | -14.98%-2.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $542 | $5,224-89.6% | $4,232-87.2% | $4,741-88.6% |
| Participant deferral / active EE | $7,926 | $6,467+22.5% | $5,601+41.5% | $6,401+23.8% |
| Admin fee / account holder | $8,822 | $13,593-35.1% | $10,328-14.6% | $11,429-22.8% |