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 | $124,270 | $167,522-25.8% | $151,639-18.0% | $134,532-7.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -15.41% | 7.81%-23.2pp | 3.34%-18.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $784 | $6,828-88.5% | $6,165-87.3% | $4,741-83.5% |
| Participant deferral / active EE | $6,087 | $8,986-32.3% | $8,363-27.2% | $6,401-4.9% |
| Admin fee / account holder | $956 | $13,780-93.1% | $11,613-91.8% | $11,429-91.6% |