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 | $35,447 | $44,103-19.6% | $75,826-53.3% | $64,173-44.8% |
| Participation rate | 42.6% | 62.7%-20.2pp | 68.2%-25.7pp | 69.6%-27.0pp |
| Annual return | -5.81% | -4.72%-1.1pp | 1914.15%-1920.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $151 | $1,446-89.5% | $1,913-92.1% | $2,381-93.6% |
| Participant deferral / active EE | $989 | $2,204-55.1% | $2,862-65.5% | $3,470-71.5% |
| Admin fee / account holder | $902 | $3,506-74.3% | $4,726-80.9% | $4,887-81.5% |