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 | $24,985 | $39,162-36.2% | $100,671-75.2% | $59,633-58.1% |
| Participation rate | 54.0% | 55.9%-1.9pp | 70.7%-16.7pp | 68.7%-14.7pp |
| Annual return | -2.33% | 21.07%-23.4pp | 20.43%-22.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,837 | $1,992-7.8% | $3,144-41.6% | $3,192-42.4% |
| Admin fee / account holder | $1,110 | $2,969-62.6% | $4,850-77.1% | $4,297-74.2% |