Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,814 | $53,546-59.3% | $69,884-68.8% | $68,486-68.1% |
| Participation rate | 28.4% | 64.5%-36.2pp | 70.5%-42.1pp | 67.9%-39.5pp |
| Annual return | -11.67% | -13.87%+2.2pp | 190.81%-202.5pp | -7.85%-3.8pp |
| Employer contribution / active EE | $677 | $2,019-66.5% | $2,560-73.6% | $2,597-73.9% |
| Participant deferral / active EE | $1,021 | $2,957-65.5% | $3,848-73.5% | $4,028-74.7% |
| Admin fee / account holder | $468 | $4,693-90.0% | $6,266-92.5% | $5,404-91.3% |