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 | $32,860 | $53,162-38.2% | $91,227-64.0% | $68,490-52.0% |
| Participation rate | 69.8% | 63.2%+6.6pp | 73.2%-3.4pp | 67.9%+1.9pp |
| Annual return | -17.08% | -3.14%-13.9pp | 114.14%-131.2pp | -7.85%-9.2pp |
| Employer contribution / active EE | $288 | $1,709-83.2% | $2,851-89.9% | $2,597-88.9% |
| Participant deferral / active EE | $1,743 | $2,974-41.4% | $4,234-58.8% | $4,028-56.7% |
| Admin fee / account holder | $487 | $4,493-89.2% | $5,423-91.0% | $5,403-91.0% |