Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,132 | $27,639-63.3% | $61,501-83.5% | $68,490-85.2% |
| Participation rate | 38.2% | 39.5%-1.3pp | 52.6%-14.4pp | 67.9%-29.7pp |
| Annual return | -9.80% | -13.19%+3.4pp | 339.04%-348.8pp | -7.85%-1.9pp |
| Employer contribution / active EE | $53 | $696-92.4% | $1,160-95.4% | $2,597-98.0% |
| Participant deferral / active EE | $566 | $1,264-55.2% | $2,125-73.4% | $4,028-86.0% |
| Admin fee / account holder | $3,681 | $2,012+82.9% | $2,132+72.7% | $5,403-31.9% |