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 | $33,164 | $82,674-59.9% | $125,381-73.5% | $68,486-51.6% |
| Participation rate | 39.0% | 75.1%-36.0pp | 82.4%-43.4pp | 67.9%-28.9pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $646 | $3,382-80.9% | $4,815-86.6% | $2,597-75.1% |
| Participant deferral / active EE | $3,028 | $6,111-50.5% | $7,448-59.3% | $4,028-24.8% |
| Admin fee / account holder | $8,320 | $6,277+32.5% | $10,007-16.9% | $5,404+54.0% |