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 | $36,957 | $42,917-13.9% | $60,899-39.3% | $68,495-46.0% |
| Participation rate | 42.5% | 66.8%-24.3pp | 73.1%-30.6pp | 67.9%-25.4pp |
| Annual return | -18.08% | -13.99%-4.1pp | 16.92%-35.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,022 | $2,867-29.5% | $3,817-47.0% | $4,028-49.8% |
| Admin fee / account holder | $2,229 | $3,102-28.1% | $3,225-30.9% | $5,403-58.7% |