Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $43,427 | $59,819-27.4% | $79,583-45.4% | $68,490-36.6% |
| Participation rate | 48.0% | 61.1%-13.1pp | 69.5%-21.5pp | 67.9%-19.9pp |
| Annual return | -9.31% | -12.30%+3.0pp | 0.16%-9.5pp | -7.85%-1.5pp |
| Employer contribution / active EE | $142 | $1,505-90.5% | $2,414-94.1% | $2,597-94.5% |
| Participant deferral / active EE | $1,728 | $3,025-42.9% | $3,986-56.7% | $4,028-57.1% |
| Admin fee / account holder | $17,722 | $4,835+266.5% | $6,835+159.3% | $5,403+228.0% |