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 | $33,233 | $48,313-31.2% | $73,309-54.7% | $52,331-36.5% |
| Participation rate | 52.4% | 68.6%-16.2pp | 74.9%-22.5pp | 68.1%-15.7pp |
| Annual return | -0.23% | 3.85%-4.1pp | 5.67%-5.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,963 | $4,189+42.4% | $4,991+19.5% | $3,022+97.3% |
| Admin fee / account holder | $932 | $404+130.7% | $5,635-83.5% | $592+57.5% |