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 | $29,411 | $27,632+6.4% | $61,452-52.1% | $68,486-57.1% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -18.56% | -13.24%-5.3pp | 338.96%-357.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,303 | $1,264+3.1% | $2,125-38.7% | $4,028-67.7% |
| Admin fee / account holder | $568 | $2,010-71.7% | $2,131-73.3% | $5,404-89.5% |