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 | $39,831 | $64,719-38.5% | $112,249-64.5% | $68,486-41.8% |
| Participation rate | 27.7% | 67.2%-39.5pp | 75.1%-47.4pp | 67.9%-40.2pp |
| Annual return | -5.78% | -11.40%+5.6pp | 27.48%-33.3pp | -7.85%+2.1pp |
| Employer contribution / active EE | $252 | $2,747-90.8% | $3,636-93.1% | $2,597-90.3% |
| Participant deferral / active EE | $2,758 | $3,565-22.6% | $4,729-41.7% | $4,028-31.5% |
| Admin fee / account holder | $11,996 | $5,232+129.3% | $6,412+87.1% | $5,404+122.0% |