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 | $56,233 | $43,730+28.6% | $121,220-53.6% | $64,173-12.4% |
| Participation rate | 18.2% | 58.3%-40.2pp | 71.8%-53.6pp | 69.6%-51.4pp |
| Annual return | -4.43% | 68.94%-73.4pp | 16.94%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $111 | $1,297-91.4% | $4,023-97.2% | $2,381-95.3% |
| Participant deferral / active EE | $1,605 | $2,281-29.6% | $3,345-52.0% | $3,470-53.7% |
| Admin fee / account holder | $15,490 | $3,502+342.3% | $5,021+208.5% | $4,887+217.0% |