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 | $32,054 | $32,117-0.2% | $71,086-54.9% | $64,181-50.1% |
| Participation rate | 14.5% | 42.7%-28.2pp | 54.7%-40.2pp | 69.6%-55.1pp |
| Annual return | -3.82% | -5.57%+1.8pp | 650.59%-654.4pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $845 | $1,263-33.1% | $1,874-54.9% | $3,470-75.6% |
| Admin fee / account holder | $4,436 | $2,759+60.8% | $3,082+43.9% | $4,887-9.2% |