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 | $37,694 | $91,537-58.8% | $130,045-71.0% | $75,173-49.9% |
| Participation rate | 43.8% | 71.5%-27.7pp | 78.5%-34.8pp | 67.2%-23.5pp |
| Annual return | 16.61% | -631.55%+648.2pp | -137.30%+153.9pp | 160.72%-144.1pp |
| Employer contribution / active EE | $540 | $2,845-81.0% | $4,321-87.5% | $2,671-79.8% |
| Participant deferral / active EE | $2,144 | $4,343-50.6% | $5,820-63.2% | $4,126-48.0% |
| Admin fee / account holder | $1,171 | $6,780-82.7% | $10,600-89.0% | $5,651-79.3% |