Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,430 | $73,867-84.5% | $143,770-92.1% | $68,498-83.3% |
| Participation rate | 54.3% | 66.7%-12.4pp | 80.3%-26.1pp | 67.9%-13.6pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,942 | $3,384-42.6% | $5,638-65.6% | $4,027-51.8% |
| Admin fee / account holder | $4,047 | $5,755-29.7% | $14,673-72.4% | $5,403-25.1% |