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 | $37,436 | $44,850-16.5% | $60,547-38.2% | $59,633-37.2% |
| Participation rate | 44.2% | 59.5%-15.3pp | 68.0%-23.8pp | 68.7%-24.5pp |
| Annual return | -1.92% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $195 | $1,462-86.6% | $2,419-91.9% | $2,203-91.1% |
| Participant deferral / active EE | $1,137 | $2,230-49.0% | $3,328-65.8% | $3,192-64.4% |
| Admin fee / account holder | $5,566 | $3,635+53.1% | $4,536+22.7% | $4,297+29.5% |