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 | $22,157 | $73,863-70.0% | $143,797-84.6% | $68,490-67.6% |
| Participation rate | 64.5% | 66.7%-2.1pp | 80.3%-15.8pp | 67.9%-3.4pp |
| Annual return | -1.34% | 0.91%-2.2pp | -0.04%-1.3pp | -7.85%+6.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,214 | $3,385-34.6% | $5,638-60.7% | $4,028-45.0% |
| Admin fee / account holder | $553 | $5,756-90.4% | $14,679-96.2% | $5,403-89.8% |