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 | $86,097 | $138,078-37.6% | $125,363-31.3% | $134,509-36.0% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -15.33% | 750.49%-765.8pp | 572.15%-587.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $199 | $5,245-96.2% | $4,815-95.9% | $4,741-95.8% |
| Participant deferral / active EE | $5,440 | $7,800-30.3% | $7,447-27.0% | $6,400-15.0% |
| Admin fee / account holder | $5,615 | $11,566-51.4% | $10,005-43.9% | $11,427-50.9% |