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 | $44,127 | $57,352-23.1% | $83,831-47.4% | $64,173-31.2% |
| Participation rate | 36.1% | 68.6%-32.5pp | 76.1%-40.0pp | 69.6%-33.5pp |
| Annual return | -6.96% | 11.38%-18.3pp | 850.99%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $84 | $2,546-96.7% | $3,631-97.7% | $2,381-96.5% |
| Participant deferral / active EE | $1,328 | $2,993-55.6% | $4,082-67.5% | $3,470-61.7% |
| Admin fee / account holder | $750 | $4,046-81.5% | $5,479-86.3% | $4,887-84.6% |