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 | $39,882 | $42,383-5.9% | $76,518-47.9% | $64,173-37.9% |
| Participation rate | 25.3% | 58.1%-32.9pp | 68.0%-42.7pp | 69.6%-44.3pp |
| Annual return | -7.72% | -16.54%+8.8pp | -0.27%-7.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,059 | $2,566-58.7% | $3,836-72.4% | $3,470-69.5% |
| Admin fee / account holder | $2,779 | $3,198-13.1% | $4,849-42.7% | $4,887-43.1% |