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 | $39,905 | $105,866-62.3% | $90,766-56.0% | $134,545-70.3% |
| Participation rate | 35.3% | 78.3%-43.0pp | 75.7%-40.4pp | 81.2%-45.9pp |
| Annual return | -11.71% | -10.99%-0.7pp | -12.16%+0.4pp | 418.37%-430.1pp |
| Employer contribution / active EE | $9 | $3,464-99.7% | $2,922-99.7% | $4,742-99.8% |
| Participant deferral / active EE | $2,878 | $5,217-44.8% | $4,565-36.9% | $6,401-55.0% |
| Admin fee / account holder | $6,849 | $13,938-50.9% | $8,446-18.9% | $11,431-40.1% |