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 | $32,768 | $45,566-28.1% | $64,105-48.9% | $59,633-45.1% |
| Participation rate | 22.6% | 60.2%-37.5pp | 68.2%-45.5pp | 68.7%-46.0pp |
| Annual return | -0.78% | 4.95%-5.7pp | 791.24%-792.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $10 | $934-98.9% | $1,820-99.4% | $2,203-99.5% |
| Participant deferral / active EE | $1,193 | $2,057-42.0% | $2,822-57.7% | $3,192-62.6% |
| Admin fee / account holder | $334 | $3,268-89.8% | $4,499-92.6% | $4,297-92.2% |