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 | $39,053 | $59,834-34.7% | $79,576-50.9% | $68,495-43.0% |
| Participation rate | 33.7% | 61.1%-27.3pp | 69.5%-35.7pp | 67.9%-34.2pp |
| Annual return | -14.87% | -12.30%-2.6pp | 0.15%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $217 | $1,505-85.6% | $2,413-91.0% | $2,596-91.7% |
| Participant deferral / active EE | $1,958 | $3,024-35.3% | $3,985-50.9% | $4,028-51.4% |
| Admin fee / account holder | $436 | $4,835-91.0% | $6,834-93.6% | $5,403-91.9% |