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 | $45,356 | $57,352-20.9% | $83,830-45.9% | $64,173-29.3% |
| Participation rate | 48.4% | 68.6%-20.2pp | 76.1%-27.8pp | 69.6%-21.2pp |
| Annual return | -6.33% | 11.38%-17.7pp | 850.97%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $20 | $2,546-99.2% | $3,631-99.5% | $2,381-99.2% |
| Participant deferral / active EE | $1,254 | $2,993-58.1% | $4,082-69.3% | $3,470-63.9% |
| Admin fee / account holder | $3,546 | $4,046-12.4% | $5,479-35.3% | $4,887-27.4% |