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 | $52,512 | $42,383+23.9% | $76,523-31.4% | $64,181-18.2% |
| Participation rate | 17.6% | 58.1%-40.6pp | 68.0%-50.4pp | 69.6%-52.0pp |
| Annual return | -6.15% | -16.54%+10.4pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,209 | $2,566-52.9% | $3,835-68.5% | $3,470-65.1% |
| Admin fee / account holder | $1,923 | $3,198-39.9% | $4,848-60.3% | $4,887-60.7% |