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 | $44,526 | $56,197-20.8% | $67,652-34.2% | $59,633-25.3% |
| Participation rate | 69.4% | 71.5%-2.1pp | 75.7%-6.3pp | 68.7%+0.7pp |
| Annual return | -1.16% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $215 | $1,615-86.7% | $2,266-90.5% | $2,203-90.2% |
| Participant deferral / active EE | $1,977 | $2,844-30.5% | $3,560-44.5% | $3,192-38.0% |
| Admin fee / account holder | $1,977 | $3,958-50.0% | $4,821-59.0% | $4,297-54.0% |