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 | $33,839 | $50,947-33.6% | $74,549-54.6% | $64,173-47.3% |
| Participation rate | 27.9% | 61.1%-33.2pp | 69.1%-41.3pp | 69.6%-41.7pp |
| Annual return | -6.20% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $156 | $1,115-86.0% | $1,961-92.1% | $2,381-93.5% |
| Participant deferral / active EE | $1,095 | $2,302-52.4% | $3,108-64.8% | $3,470-68.4% |
| Admin fee / account holder | $10,392 | $4,221+146.2% | $5,059+105.4% | $4,887+112.6% |