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 | $27,121 | $57,350-52.7% | $83,850-67.7% | $64,181-57.7% |
| Participation rate | 34.5% | 68.6%-34.1pp | 76.1%-41.7pp | 69.6%-35.1pp |
| Annual return | -6.57% | 11.38%-17.9pp | 850.92%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $907 | $2,993-69.7% | $4,082-77.8% | $3,470-73.8% |
| Admin fee / account holder | $1,583 | $4,046-60.9% | $5,478-71.1% | $4,887-67.6% |