Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,131 | $73,863-74.1% | $143,797-86.7% | $68,490-72.1% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -15.83% | 0.91%-16.7pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,126 | $3,385-66.7% | $5,638-80.0% | $4,028-72.0% |
| Admin fee / account holder | $1,021 | $5,756-82.3% | $14,679-93.0% | $5,403-81.1% |