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 | $32,219 | $71,873-55.2% | $86,698-62.8% | $68,490-53.0% |
| Participation rate | 63.5% | 72.2%-8.7pp | 76.6%-13.1pp | 67.9%-4.4pp |
| Annual return | -14.10% | 3.54%-17.6pp | 35.96%-50.1pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,915 | $3,779-49.3% | $4,656-58.9% | $4,028-52.5% |
| Admin fee / account holder | $9,196 | $6,110+50.5% | $7,492+22.8% | $5,403+70.2% |