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 | $26,001 | $73,009-64.4% | $90,760-71.4% | $68,486-62.0% |
| Participation rate | 43.7% | 70.8%-27.2pp | 75.7%-32.0pp | 67.9%-24.2pp |
| Annual return | -12.07% | -13.81%+1.7pp | -12.16%+0.1pp | -7.85%-4.2pp |
| Employer contribution / active EE | $756 | $2,193-65.5% | $2,922-74.1% | $2,597-70.9% |
| Participant deferral / active EE | $1,246 | $3,626-65.6% | $4,565-72.7% | $4,028-69.1% |
| Admin fee / account holder | $17,723 | $5,896+200.6% | $8,444+109.9% | $5,404+228.0% |