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 | $25,615 | $81,870-68.7% | $119,622-78.6% | $68,486-62.6% |
| Participation rate | 51.6% | 71.9%-20.3pp | 79.3%-27.7pp | 67.9%-16.3pp |
| Annual return | -17.15% | -23.82%+6.7pp | -14.98%-2.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $551 | $2,692-79.5% | $4,232-87.0% | $2,597-78.8% |
| Participant deferral / active EE | $2,082 | $4,148-49.8% | $5,601-62.8% | $4,028-48.3% |
| Admin fee / account holder | $2,226 | $6,583-66.2% | $10,328-78.4% | $5,404-58.8% |