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 | $61,886 | $135,645-54.4% | $110,243-43.9% | $135,379-54.3% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.8%-43.5pp | 82.6%-46.3pp |
| Annual return | -4.62% | 513.24%-517.9pp | 314.76%-319.4pp | 519.79%-524.4pp |
| Employer contribution / active EE | $675 | $4,907-86.2% | $3,827-82.4% | $4,779-85.9% |
| Participant deferral / active EE | $2,807 | $5,507-49.0% | $4,672-39.9% | $5,609-50.0% |
| Admin fee / account holder | $2,261 | $11,458-80.3% | $8,548-73.6% | $10,828-79.1% |