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 | $43,204 | $49,177-12.1% | $79,476-45.6% | $64,181-32.7% |
| Participation rate | 57.5% | 65.0%-7.6pp | 73.3%-15.9pp | 69.6%-12.1pp |
| Annual return | -5.49% | -1.16%-4.3pp | 718.21%-723.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $198 | $2,076-90.4% | $2,800-92.9% | $2,381-91.7% |
| Participant deferral / active EE | $1,405 | $2,821-50.2% | $3,704-62.1% | $3,470-59.5% |
| Admin fee / account holder | $2,826 | $3,839-26.4% | $5,113-44.7% | $4,887-42.2% |