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 | $38,447 | $50,947-24.5% | $74,551-48.4% | $64,173-40.1% |
| Participation rate | 28.9% | 61.1%-32.2pp | 69.1%-40.3pp | 69.6%-40.7pp |
| Annual return | -7.93% | -1.85%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,077 | $2,302-9.7% | $3,108-33.2% | $3,470-40.1% |
| Admin fee / account holder | $2,823 | $4,221-33.1% | $5,059-44.2% | $4,887-42.2% |