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 | $67,284 | $43,344+55.2% | $59,899+12.3% | $64,173+4.8% |
| Participation rate | 3.1% | 69.2%-66.1pp | 74.7%-71.6pp | 69.6%-66.5pp |
| Annual return | -6.05% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $412 | $2,547-83.8% | $3,402-87.9% | $3,470-88.1% |
| Admin fee / account holder | $27,578 | $3,008+816.8% | $3,592+667.7% | $4,887+464.3% |