Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,621 | $82,678-76.3% | $125,391-84.4% | $68,490-71.4% |
| Participation rate | 28.2% | 75.1%-46.9pp | 82.4%-54.2pp | 67.9%-39.7pp |
| Annual return | -15.56% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $836 | $3,382-75.3% | $4,816-82.6% | $2,597-67.8% |
| Participant deferral / active EE | $580 | $6,111-90.5% | $7,448-92.2% | $4,028-85.6% |
| Admin fee / account holder | $4,227 | $6,277-32.7% | $10,009-57.8% | $5,403-21.8% |