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 | $33,209 | $50,947-34.8% | $74,551-55.5% | $64,173-48.3% |
| Participation rate | 24.6% | 61.1%-36.4pp | 69.1%-44.5pp | 69.6%-44.9pp |
| Annual return | -5.43% | -1.85%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,307 | $2,302-43.2% | $3,108-57.9% | $3,470-62.3% |
| Admin fee / account holder | $1,314 | $4,221-68.9% | $5,059-74.0% | $4,887-73.1% |