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.
Participant 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 | $26,982 | $59,819-54.9% | $79,583-66.1% | $68,490-60.6% |
| Participation rate | 27.3% | 61.1%-33.8pp | 69.5%-42.2pp | 67.9%-40.6pp |
| Annual return | -15.17% | -12.30%-2.9pp | 0.16%-15.3pp | -7.85%-7.3pp |
| Employer contribution / active EE | $328 | $1,505-78.2% | $2,414-86.4% | $2,597-87.4% |
| Participant deferral / active EE | $803 | $3,025-73.5% | $3,986-79.9% | $4,028-80.1% |
| Admin fee / account holder | $4,917 | $4,835+1.7% | $6,835-28.1% | $5,403-9.0% |