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 | $28,350 | $43,730-35.2% | $121,220-76.6% | $64,173-55.8% |
| Participation rate | 61.4% | 58.3%+3.1pp | 71.8%-10.4pp | 69.6%-8.2pp |
| Annual return | -5.39% | 68.94%-74.3pp | 16.94%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,020 | $2,281-55.3% | $3,345-69.5% | $3,470-70.6% |
| Admin fee / account holder | $2,090 | $3,502-40.3% | $5,021-58.4% | $4,887-57.2% |