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 | $28,027 | $75,959-63.1% | $154,114-81.8% | $64,181-56.3% |
| Participation rate | 41.9% | 70.4%-28.5pp | 83.0%-41.1pp | 69.6%-27.7pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.16%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $93 | $3,350-97.2% | $5,298-98.2% | $2,381-96.1% |
| Participant deferral / active EE | $1,197 | $3,175-62.3% | $5,081-76.4% | $3,470-65.5% |
| Admin fee / account holder | $5,086 | $5,589-9.0% | $13,411-62.1% | $4,887+4.1% |