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 | $17,695 | $46,697-62.1% | $117,529-84.9% | $68,490-74.2% |
| Participation rate | 20.0% | 56.8%-36.8pp | 70.6%-50.6pp | 67.9%-47.9pp |
| Annual return | -16.55% | -14.52%-2.0pp | 29.77%-46.3pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,026 | $2,637-23.2% | $4,072-50.2% | $4,028-49.7% |
| Admin fee / account holder | $19,042 | $4,023+373.4% | $5,645+237.3% | $5,403+252.4% |