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 | $27,653 | $72,177-61.7% | $115,038-76.0% | $59,633-53.6% |
| Participation rate | 58.5% | 72.6%-14.0pp | 81.4%-22.8pp | 68.7%-10.1pp |
| Annual return | -0.92% | 12.02%-12.9pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,302 | $2,841-54.2% | $4,608-71.7% | $2,203-40.9% |
| Participant deferral / active EE | $1,680 | $4,783-64.9% | $6,026-72.1% | $3,192-47.4% |
| Admin fee / account holder | $593 | $4,927-88.0% | $8,175-92.7% | $4,297-86.2% |