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 | $28,210 | $59,813-52.8% | $79,580-64.6% | $68,486-58.8% |
| Participation rate | 54.2% | 61.1%-6.9pp | 69.5%-15.3pp | 67.9%-13.7pp |
| Annual return | -13.70% | -12.30%-1.4pp | 0.15%-13.9pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $923 | $3,024-69.5% | $3,985-76.8% | $4,028-77.1% |
| Admin fee / account holder | $324 | $4,835-93.3% | $6,835-95.3% | $5,404-94.0% |