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 | $64,131 | $100,792-36.4% | $86,691-26.0% | $134,509-52.3% |
| Participation rate | 38.9% | 78.9%-40.1pp | 76.6%-37.7pp | 81.2%-42.3pp |
| Annual return | -19.00% | 29.08%-48.1pp | 35.94%-54.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $684 | $3,491-80.4% | $2,837-75.9% | $4,741-85.6% |
| Participant deferral / active EE | $2,253 | $5,339-57.8% | $4,656-51.6% | $6,400-64.8% |
| Admin fee / account holder | $1,028 | $10,924-90.6% | $7,492-86.3% | $11,427-91.0% |