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 | $18,850 | $42,910-56.1% | $60,919-69.1% | $68,490-72.5% |
| Participation rate | 35.9% | 66.8%-30.9pp | 73.1%-37.2pp | 67.9%-32.0pp |
| Annual return | -18.52% | -13.99%-4.5pp | 16.96%-35.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $941 | $2,866-67.2% | $3,814-75.3% | $4,028-76.6% |
| Admin fee / account holder | $2,102 | $3,104-32.3% | $3,228-34.9% | $5,403-61.1% |