Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,255 | $73,009-33.9% | $90,756-46.8% | $68,495-29.6% |
| Participation rate | 9.8% | 70.8%-61.0pp | 75.7%-65.9pp | 67.9%-58.1pp |
| Annual return | -14.28% | -13.81%-0.5pp | -12.16%-2.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,952 | $3,626-46.2% | $4,565-57.2% | $4,028-51.5% |
| Admin fee / account holder | $27,817 | $5,896+371.8% | $8,445+229.4% | $5,403+414.8% |