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 | $44,184 | $57,352-23.0% | $83,831-47.3% | $64,173-31.1% |
| Participation rate | 22.4% | 68.6%-46.2pp | 76.1%-53.7pp | 69.6%-47.2pp |
| Annual return | -4.06% | 11.38%-15.4pp | 850.99%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $372 | $2,546-85.4% | $3,631-89.8% | $2,381-84.4% |
| Participant deferral / active EE | $2,057 | $2,993-31.3% | $4,082-49.6% | $3,470-40.7% |
| Admin fee / account holder | $575 | $4,046-85.8% | $5,479-89.5% | $4,887-88.2% |