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 | $45,967 | $82,678-44.4% | $125,391-63.3% | $68,490-32.9% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.4%-21.1pp | 67.9%-6.6pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $679 | $3,382-79.9% | $4,816-85.9% | $2,597-73.9% |
| Participant deferral / active EE | $2,547 | $6,111-58.3% | $7,448-65.8% | $4,028-36.8% |
| Admin fee / account holder | $12,402 | $6,277+97.6% | $10,009+23.9% | $5,403+129.5% |