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 | $46,850 | $54,357-13.8% | $82,706-43.4% | $68,495-31.6% |
| Participation rate | 44.6% | 63.9%-19.3pp | 72.6%-27.9pp | 67.9%-23.3pp |
| Annual return | -14.56% | -13.67%-0.9pp | 701.76%-716.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $231 | $2,218-89.6% | $3,007-92.3% | $2,596-91.1% |
| Participant deferral / active EE | $1,718 | $3,246-47.1% | $4,394-60.9% | $4,028-57.3% |
| Admin fee / account holder | $2,431 | $4,396-44.7% | $5,329-54.4% | $5,403-55.0% |