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 | $53,155 | $64,729-17.9% | $112,263-52.7% | $68,490-22.4% |
| Participation rate | 18.5% | 67.2%-48.6pp | 75.1%-56.5pp | 67.9%-49.4pp |
| Annual return | -15.47% | -11.40%-4.1pp | 27.49%-43.0pp | -7.85%-7.6pp |
| Employer contribution / active EE | $757 | $2,746-72.4% | $3,636-79.2% | $2,597-70.8% |
| Participant deferral / active EE | $1,308 | $3,566-63.3% | $4,729-72.3% | $4,028-67.5% |
| Admin fee / account holder | $2,424 | $5,222-53.6% | $6,410-62.2% | $5,403-55.1% |