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 | $58,763 | $59,813-1.8% | $79,580-26.2% | $68,486-14.2% |
| Participation rate | 18.5% | 61.1%-42.5pp | 69.5%-51.0pp | 67.9%-49.4pp |
| Annual return | -19.28% | -12.30%-7.0pp | 0.15%-19.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,411 | $3,024-53.3% | $3,985-64.6% | $4,028-65.0% |
| Admin fee / account holder | $5,964 | $4,835+23.4% | $6,835-12.7% | $5,404+10.4% |