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 | $19,107 | $73,839-74.1% | $143,788-86.7% | $68,495-72.1% |
| Participation rate | 34.6% | 66.7%-32.0pp | 80.3%-45.7pp | 67.9%-33.3pp |
| Annual return | -18.44% | 1.01%-19.5pp | -0.03%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,567 | $3,384-53.7% | $5,638-72.2% | $4,028-61.1% |
| Admin fee / account holder | $420 | $5,755-92.7% | $14,675-97.1% | $5,403-92.2% |