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 | $58,787 | $77,816-24.5% | $123,549-52.4% | $64,181-8.4% |
| Participation rate | 37.9% | 74.7%-36.8pp | 82.3%-44.4pp | 69.6%-31.6pp |
| Annual return | -5.89% | 12.49%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,544 | $5,240-51.4% | $6,426-60.4% | $3,470-26.7% |
| Admin fee / account holder | $307 | $5,519-94.4% | $9,284-96.7% | $4,887-93.7% |