Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,453 | $46,697-60.5% | $117,529-84.3% | $68,490-73.1% |
| Participation rate | 67.5% | 56.8%+10.7pp | 70.6%-3.1pp | 67.9%-0.4pp |
| Annual return | -15.52% | -14.52%-1.0pp | 29.77%-45.3pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,907 | $2,637-27.7% | $4,072-53.2% | $4,028-52.7% |
| Admin fee / account holder | $7,113 | $4,023+76.8% | $5,645+26.0% | $5,403+31.7% |