Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,391 | $77,817-68.7% | $123,553-80.3% | $64,173-62.0% |
| Participation rate | 29.4% | 74.7%-45.3pp | 82.3%-52.9pp | 69.6%-40.2pp |
| Annual return | -7.00% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $939 | $3,014-68.8% | $4,628-79.7% | $2,381-60.5% |
| Participant deferral / active EE | $1,892 | $5,240-63.9% | $6,426-70.6% | $3,470-45.5% |
| Admin fee / account holder | $3,951 | $5,519-28.4% | $9,284-57.4% | $4,887-19.2% |