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 | $46,928 | $99,032-52.6% | $80,022-41.4% | $135,379-65.3% |
| Participation rate | 45.5% | 78.4%-32.9pp | 75.8%-30.4pp | 82.6%-37.2pp |
| Annual return | -6.95% | 15.39%-22.3pp | 11.22%-18.2pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,386 | $4,282-67.6% | $3,686-62.4% | $5,609-75.3% |
| Admin fee / account holder | $3,039 | $10,436-70.9% | $6,521-53.4% | $10,828-71.9% |