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 | $49,981 | $73,848-32.3% | $143,799-65.2% | $68,486-27.0% |
| Participation rate | 31.1% | 66.7%-35.5pp | 80.3%-49.2pp | 67.9%-36.7pp |
| Annual return | -14.41% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,119 | $3,385-37.4% | $5,638-62.4% | $4,028-47.4% |
| Admin fee / account holder | $3,626 | $5,755-37.0% | $14,677-75.3% | $5,404-32.9% |