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 | $54,158 | $71,872-24.6% | $86,691-37.5% | $68,495-20.9% |
| Participation rate | 46.5% | 72.2%-25.7pp | 76.6%-30.1pp | 67.9%-21.4pp |
| Annual return | -15.30% | 3.53%-18.8pp | 35.94%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,803 | $3,779-52.3% | $4,656-61.3% | $4,028-55.2% |
| Admin fee / account holder | $1,651 | $6,112-73.0% | $7,492-78.0% | $5,403-69.4% |