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 | $50,480 | $27,632+82.7% | $61,452-17.9% | $68,486-26.3% |
| Participation rate | 29.4% | 39.5%-10.1pp | 52.6%-23.2pp | 67.9%-38.5pp |
| Annual return | -14.72% | -13.24%-1.5pp | 338.96%-353.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,155 | $1,264+149.7% | $2,125+48.5% | $4,028-21.7% |
| Admin fee / account holder | $972 | $2,010-51.6% | $2,131-54.4% | $5,404-82.0% |