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 | $43,480 | $48,235-9.9% | $68,803-36.8% | $68,490-36.5% |
| Participation rate | 46.0% | 60.7%-14.7pp | 69.0%-23.0pp | 67.9%-21.9pp |
| Annual return | -17.84% | -12.70%-5.1pp | -6.37%-11.5pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,007 | $2,867+4.9% | $3,942-23.7% | $4,028-25.3% |
| Admin fee / account holder | $4,455 | $4,361+2.1% | $4,936-9.7% | $5,403-17.6% |