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 | $27,406 | $45,566-39.9% | $64,105-57.2% | $59,633-54.0% |
| Participation rate | 40.0% | 60.2%-20.2pp | 68.2%-28.2pp | 68.7%-28.7pp |
| Annual return | -1.96% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $903 | $2,057-56.1% | $2,822-68.0% | $3,192-71.7% |
| Admin fee / account holder | $4,062 | $3,268+24.3% | $4,499-9.7% | $4,297-5.5% |