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 | $28,435 | $56,197-49.4% | $67,652-58.0% | $59,633-52.3% |
| Participation rate | 42.6% | 71.5%-28.8pp | 75.7%-33.0pp | 68.7%-26.0pp |
| Annual return | -1.10% | 18508.10%-18509.2pp | 6625.40%-6626.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $300 | $1,615-81.4% | $2,266-86.8% | $2,203-86.4% |
| Participant deferral / active EE | $1,488 | $2,844-47.7% | $3,560-58.2% | $3,192-53.4% |
| Admin fee / account holder | $1,913 | $3,958-51.7% | $4,821-60.3% | $4,297-55.5% |