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 | $42,648 | $59,819-28.7% | $79,583-46.4% | $68,490-37.7% |
| Participation rate | 24.1% | 61.1%-36.9pp | 69.5%-45.4pp | 67.9%-43.8pp |
| Annual return | -7.87% | -12.30%+4.4pp | 0.16%-8.0pp | -7.85%0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,489 | $3,025-50.8% | $3,986-62.6% | $4,028-63.0% |
| Admin fee / account holder | $19,748 | $4,835+308.4% | $6,835+188.9% | $5,403+265.5% |