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 | $21,231 | $158,852-86.6% | $121,220-82.5% | $135,379-84.3% |
| Participation rate | 40.0% | 79.3%-39.3pp | 71.8%-31.8pp | 82.6%-42.6pp |
| Annual return | -1.15% | -0.64%-0.5pp | 16.94%-18.1pp | 519.79%-520.9pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $722 | $4,006-82.0% | $3,345-78.4% | $5,609-87.1% |
| Admin fee / account holder | $10,664 | $6,515+63.7% | $5,021+112.4% | $10,828-1.5% |