Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,768 | $64,716-64.8% | $112,258-79.7% | $68,495-66.8% |
| Participation rate | 42.3% | 67.2%-24.8pp | 75.1%-32.8pp | 67.9%-25.6pp |
| Annual return | -19.33% | -11.40%-7.9pp | 27.47%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $470 | $2,746-82.9% | $3,636-87.1% | $2,596-81.9% |
| Participant deferral / active EE | $2,771 | $3,565-22.3% | $4,728-41.4% | $4,028-31.2% |
| Admin fee / account holder | $1,871 | $5,232-64.2% | $6,411-70.8% | $5,403-65.4% |