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 | $13,860 | $32,117-56.8% | $71,086-80.5% | $64,181-78.4% |
| Participation rate | 26.7% | 42.7%-16.0pp | 54.7%-28.0pp | 69.6%-42.9pp |
| Annual return | -4.59% | -5.57%+1.0pp | 650.59%-655.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $86 | $712-87.9% | $1,088-92.1% | $2,381-96.4% |
| Participant deferral / active EE | $360 | $1,263-71.5% | $1,874-80.8% | $3,470-89.6% |
| Admin fee / account holder | $3,517 | $2,759+27.5% | $3,082+14.1% | $4,887-28.0% |