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 | $51,188 | $54,380-5.9% | $68,509-25.3% | $59,633-14.2% |
| Participation rate | 42.9% | 70.2%-27.3pp | 74.7%-31.9pp | 68.7%-25.8pp |
| Annual return | -1.86% | 2.83%-4.7pp | 8.27%-10.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,377 | $2,643-47.9% | $3,382-59.3% | $3,192-56.9% |
| Admin fee / account holder | $417 | $3,885-89.3% | $5,275-92.1% | $4,297-90.3% |