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 | $15,801 | $27,632-42.8% | $61,452-74.3% | $68,486-76.9% |
| Participation rate | 35.0% | 39.5%-4.5pp | 52.6%-17.6pp | 67.9%-32.9pp |
| Annual return | -16.41% | -13.24%-3.2pp | 338.96%-355.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $559 | $1,264-55.7% | $2,125-73.7% | $4,028-86.1% |
| Admin fee / account holder | $998 | $2,010-50.4% | $2,131-53.2% | $5,404-81.5% |