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 | $25,834 | $97,020-73.4% | $83,327-69.0% | $135,380-80.9% |
| Participation rate | 41.2% | 80.4%-39.2pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -7.19% | 12.31%-19.5pp | 10.64%-17.8pp | 519.81%-527.0pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,684 | $5,964-21.5% | $5,565-15.8% | $5,609-16.5% |
| Admin fee / account holder | $9,708 | $8,426+15.2% | $7,540+28.7% | $10,828-10.3% |