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 | $24,624 | $42,396-41.9% | $67,313-63.4% | $56,287-56.3% |
| Participation rate | 51.5% | 61.0%-9.5pp | 69.1%-17.6pp | 69.9%-18.4pp |
| Annual return | -3.78% | -36.63%+32.8pp | -4.08%+0.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $77 | $1,414-94.5% | $2,566-97.0% | $2,111-96.3% |
| Participant deferral / active EE | $1,283 | $2,360-45.6% | $3,568-64.1% | $3,350-61.7% |
| Admin fee / account holder | $511 | $510+0.3% | $4,507-88.7% | $521-1.9% |