Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,797 | $73,848-81.3% | $143,799-90.4% | $68,486-79.9% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | -17.27% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $275 | $3,184-91.4% | $4,952-94.4% | $2,597-89.4% |
| Participant deferral / active EE | $2,075 | $3,385-38.7% | $5,638-63.2% | $4,028-48.5% |
| Admin fee / account holder | $2,127 | $5,755-63.0% | $14,677-85.5% | $5,404-60.6% |