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 | $48,474 | $49,471-2.0% | $79,583-39.1% | $66,949-27.6% |
| Participation rate | 56.3% | 61.4%-5.1pp | 69.5%-13.2pp | 69.8%-13.5pp |
| Annual return | -14.48% | 84.30%-98.8pp | 0.16%-14.6pp | 1.57%-16.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,070 | $3,160-2.8% | $3,986-23.0% | $4,239-27.6% |
| Admin fee / account holder | $882 | $595+48.2% | $6,835-87.1% | $594+48.5% |