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 | $41,695 | $92,219-54.8% | $76,767-45.7% | $135,380-69.2% |
| Participation rate | 55.0% | 79.8%-24.8pp | 77.0%-22.0pp | 82.6%-27.6pp |
| Annual return | -4.07% | 5.46%-9.5pp | 2.43%-6.5pp | 519.81%-523.9pp |
| Employer contribution / active EE | $172 | $3,216-94.7% | $2,485-93.1% | $4,779-96.4% |
| Participant deferral / active EE | $1,527 | $4,508-66.1% | $3,852-60.4% | $5,609-72.8% |
| Admin fee / account holder | $9,037 | $10,749-15.9% | $6,675+35.4% | $10,828-16.5% |