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 | $47,408 | $59,819-20.7% | $79,583-40.4% | $68,490-30.8% |
| Participation rate | 30.6% | 61.1%-30.5pp | 69.5%-38.9pp | 67.9%-37.3pp |
| Annual return | -13.15% | -12.30%-0.9pp | 0.16%-13.3pp | -7.85%-5.3pp |
| Employer contribution / active EE | $298 | $1,505-80.2% | $2,414-87.6% | $2,597-88.5% |
| Participant deferral / active EE | $2,266 | $3,025-25.1% | $3,986-43.2% | $4,028-43.7% |
| Admin fee / account holder | $23,046 | $4,835+376.6% | $6,835+237.2% | $5,403+326.5% |