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 | $51,103 | $129,959-60.7% | $104,301-51.0% | $134,532-62.0% |
| Participation rate | 42.9% | 79.5%-36.7pp | 73.3%-30.4pp | 81.2%-38.4pp |
| Annual return | -12.57% | 42.04%-54.6pp | 24.61%-37.2pp | 418.27%-430.8pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,815 | $5,589-67.5% | $4,626-60.8% | $6,401-71.6% |
| Admin fee / account holder | $744 | $9,325-92.0% | $7,340-89.9% | $11,429-93.5% |