Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,382 | $48,267-70.2% | $68,808-79.1% | $68,486-79.0% |
| Participation rate | 40.6% | 60.7%-20.0pp | 69.0%-28.4pp | 67.9%-27.3pp |
| Annual return | -17.02% | -12.70%-4.3pp | -6.37%-10.6pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,695 | $2,867-40.9% | $3,942-57.0% | $4,028-57.9% |
| Admin fee / account holder | $2,469 | $4,362-43.4% | $4,936-50.0% | $5,404-54.3% |