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 | $41,615 | $54,355-23.4% | $82,744-49.7% | $68,486-39.2% |
| Participation rate | 27.3% | 63.9%-36.7pp | 72.6%-45.3pp | 67.9%-40.6pp |
| Annual return | -13.41% | -13.67%+0.3pp | 702.22%-715.6pp | -7.85%-5.6pp |
| Employer contribution / active EE | $186 | $2,219-91.6% | $3,008-93.8% | $2,597-92.8% |
| Participant deferral / active EE | $1,062 | $3,246-67.3% | $4,395-75.8% | $4,028-73.6% |
| Admin fee / account holder | $3,224 | $4,397-26.7% | $5,325-39.5% | $5,404-40.3% |