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 | $42,566 | $82,678-48.5% | $125,391-66.1% | $68,490-37.9% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -15.56% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,520 | $6,111-9.7% | $7,448-25.9% | $4,028+37.1% |
| Admin fee / account holder | $1,008 | $6,277-83.9% | $10,009-89.9% | $5,403-81.3% |