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 | $58,650 | $48,576+20.7% | $169,452-65.4% | $56,289+4.2% |
| Participation rate | 22.8% | 65.8%-43.1pp | 77.8%-55.0pp | 69.9%-47.1pp |
| Annual return | -2.45% | -2.51%+0.1pp | 1.83%-4.3pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $708 | $3,275-78.4% | $5,277-86.6% | $3,350-78.9% |
| Admin fee / account holder | $3,626 | $435+733.4% | $9,110-60.2% | $521+596.0% |