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 | $28,820 | $69,012-58.2% | $160,009-82.0% | $68,486-57.9% |
| Participation rate | 32.5% | 65.4%-33.0pp | 78.0%-45.5pp | 67.9%-35.4pp |
| Annual return | -13.00% | -9.65%-3.3pp | 408.85%-421.8pp | -7.85%-5.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,387 | $4,212-67.1% | $6,183-77.6% | $4,028-65.6% |
| Admin fee / account holder | $319 | $4,798-93.3% | $8,715-96.3% | $5,404-94.1% |