Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,010 | $64,719-49.0% | $112,249-70.6% | $68,486-51.8% |
| Participation rate | 17.2% | 67.2%-49.9pp | 75.1%-57.8pp | 67.9%-50.7pp |
| Annual return | -12.77% | -11.40%-1.4pp | 27.48%-40.2pp | -7.85%-4.9pp |
| Employer contribution / active EE | $548 | $2,747-80.1% | $3,636-84.9% | $2,597-78.9% |
| Participant deferral / active EE | $2,479 | $3,565-30.5% | $4,729-47.6% | $4,028-38.5% |
| Admin fee / account holder | $5,981 | $5,232+14.3% | $6,412-6.7% | $5,404+10.7% |