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 | $47,604 | $66,302-28.2% | $110,243-56.8% | $56,289-15.4% |
| Participation rate | 52.4% | 74.9%-22.5pp | 79.8%-27.4pp | 69.9%-17.5pp |
| Annual return | 0.99% | -1.18%+2.2pp | 314.76%-313.8pp | -9.96%+11.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,758 | $3,381-48.0% | $4,672-62.4% | $3,350-47.5% |
| Admin fee / account holder | $5,600 | $698+701.7% | $8,548-34.5% | $521+974.9% |