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 | $43,786 | $52,678-16.9% | $75,782-42.2% | $59,632-26.6% |
| Participation rate | 45.0% | 67.2%-22.2pp | 75.8%-30.8pp | 68.7%-23.7pp |
| Annual return | -1.61% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,444 | $2,591-44.3% | $3,652-60.5% | $3,192-54.8% |
| Admin fee / account holder | $7,259 | $3,610+101.1% | $5,300+37.0% | $4,297+68.9% |