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 | $49,134 | $142,392-65.5% | $119,622-58.9% | $134,532-63.5% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -16.17% | -12.46%-3.7pp | -14.98%-1.2pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,039 | $5,224-80.1% | $4,232-75.4% | $4,741-78.1% |
| Participant deferral / active EE | $3,191 | $6,467-50.7% | $5,601-43.0% | $6,401-50.1% |
| Admin fee / account holder | $966 | $13,593-92.9% | $10,328-90.6% | $11,429-91.5% |