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 | $18,921 | $43,344-56.3% | $59,899-68.4% | $64,173-70.5% |
| Participation rate | 54.3% | 69.2%-14.9pp | 74.7%-20.4pp | 69.6%-15.3pp |
| Annual return | -4.35% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $52 | $2,030-97.4% | $2,723-98.1% | $2,381-97.8% |
| Participant deferral / active EE | $2,006 | $2,547-21.3% | $3,402-41.1% | $3,470-42.2% |
| Admin fee / account holder | $5,071 | $3,008+68.6% | $3,592+41.2% | $4,887+3.8% |