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 | $23,680 | $54,357-56.4% | $82,706-71.4% | $68,495-65.4% |
| Participation rate | 46.7% | 63.9%-17.3pp | 72.6%-25.9pp | 67.9%-21.2pp |
| Annual return | -15.02% | -13.67%-1.4pp | 701.76%-716.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,200 | $3,246-32.2% | $4,394-49.9% | $4,028-45.4% |
| Admin fee / account holder | $5,474 | $4,396+24.5% | $5,329+2.7% | $5,403+1.3% |