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 | $26,006 | $60,989-57.4% | $60,906-57.3% | $66,938-61.2% |
| Participation rate | 31.5% | 74.5%-42.9pp | 73.1%-41.6pp | 69.8%-38.3pp |
| Annual return | -7.96% | -9.60%+1.6pp | 16.94%-24.9pp | 1.58%-9.5pp |
| Employer contribution / active EE | $26 | $2,661-99.0% | $2,703-99.0% | $2,545-99.0% |
| Participant deferral / active EE | $1,618 | $3,615-55.2% | $3,814-57.6% | $4,238-61.8% |
| Admin fee / account holder | $615 | $338+81.7% | $3,227-80.9% | $594+3.6% |