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 | $36,577 | $58,600-37.6% | $83,327-56.1% | $64,173-43.0% |
| Participation rate | 12.0% | 72.0%-60.0pp | 77.8%-65.8pp | 69.6%-57.6pp |
| Annual return | -8.08% | 9.66%-17.7pp | 10.64%-18.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $516 | $4,656-88.9% | $5,565-90.7% | $3,470-85.1% |
| Admin fee / account holder | $547 | $9,282-94.1% | $7,540-92.7% | $4,887-88.8% |