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 | $20,615 | $32,117-35.8% | $71,089-71.0% | $64,173-67.9% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.6%-4.6pp | 69.6%-19.6pp |
| Annual return | 0.20% | -5.57%+5.8pp | 650.65%-650.4pp | 7.63%-7.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,592 | $1,263+26.1% | $1,873-15.0% | $3,470-54.1% |
| Admin fee / account holder | $478 | $2,759-82.7% | $3,082-84.5% | $4,887-90.2% |