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 | $31,759 | $50,958-37.7% | $74,552-57.4% | $64,181-50.5% |
| Participation rate | 23.0% | 61.1%-38.1pp | 69.1%-46.2pp | 69.6%-46.6pp |
| Annual return | -4.69% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $182 | $1,115-83.7% | $1,961-90.7% | $2,381-92.4% |
| Participant deferral / active EE | $1,017 | $2,301-55.8% | $3,108-67.3% | $3,470-70.7% |
| Admin fee / account holder | $8,866 | $4,223+110.0% | $5,060+75.2% | $4,887+81.4% |