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 | $44,624 | $27,632+61.5% | $61,452-27.4% | $68,486-34.8% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -17.77% | -13.24%-4.5pp | 338.96%-356.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $678 | $1,264-46.4% | $2,125-68.1% | $4,028-83.2% |
| Admin fee / account holder | $1,006 | $2,010-50.0% | $2,131-52.8% | $5,404-81.4% |