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 | $42,967 | $46,697-8.0% | $117,529-63.4% | $68,490-37.3% |
| Participation rate | 27.6% | 56.8%-29.2pp | 70.6%-43.0pp | 67.9%-40.3pp |
| Annual return | -17.41% | -14.52%-2.9pp | 29.77%-47.2pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,528 | $2,637-42.1% | $4,072-62.5% | $4,028-62.1% |
| Admin fee / account holder | $1,588 | $4,023-60.5% | $5,645-71.9% | $5,403-70.6% |