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 | $19,283 | $73,839-73.9% | $143,788-86.6% | $68,495-71.8% |
| Participation rate | 18.0% | 66.7%-48.7pp | 80.3%-62.3pp | 67.9%-49.9pp |
| Annual return | -19.33% | 1.01%-20.3pp | -0.03%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $139 | $3,184-95.6% | $4,952-97.2% | $2,596-94.7% |
| Participant deferral / active EE | $1,099 | $3,384-67.5% | $5,638-80.5% | $4,028-72.7% |
| Admin fee / account holder | $2,823 | $5,755-50.9% | $14,675-80.8% | $5,403-47.8% |