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 | $32,736 | $71,878-54.5% | $86,698-62.2% | $68,486-52.2% |
| Participation rate | 46.1% | 72.2%-26.2pp | 76.6%-30.5pp | 67.9%-21.8pp |
| Annual return | -12.03% | 3.53%-15.6pp | 35.95%-48.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $344 | $2,173-84.2% | $2,837-87.9% | $2,597-86.8% |
| Participant deferral / active EE | $2,291 | $3,779-39.4% | $4,656-50.8% | $4,028-43.1% |
| Admin fee / account holder | $2,104 | $6,113-65.6% | $7,493-71.9% | $5,404-61.1% |