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 | $44,225 | $71,878-38.5% | $86,698-49.0% | $68,486-35.4% |
| Participation rate | 22.2% | 72.2%-50.0pp | 76.6%-54.4pp | 67.9%-45.7pp |
| Annual return | -3.47% | 3.53%-7.0pp | 35.95%-39.4pp | -7.85%+4.4pp |
| Employer contribution / active EE | $590 | $2,173-72.9% | $2,837-79.2% | $2,597-77.3% |
| Participant deferral / active EE | $894 | $3,779-76.4% | $4,656-80.8% | $4,028-77.8% |
| Admin fee / account holder | $5,711 | $6,113-6.6% | $7,493-23.8% | $5,404+5.7% |