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 | $19,198 | $107,809-82.2% | $90,657-78.8% | $135,380-85.8% |
| Participation rate | 27.3% | 78.0%-50.8pp | 74.0%-46.8pp | 82.6%-55.4pp |
| Annual return | -6.35% | -0.90%-5.5pp | 1.89%-8.2pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $469 | $3,872-87.9% | $3,424-86.3% | $5,609-91.6% |
| Admin fee / account holder | $3,427 | $5,931-42.2% | $4,994-31.4% | $10,828-68.4% |