Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,573 | $81,870-44.3% | $119,622-61.9% | $68,486-33.5% |
| Participation rate | 34.4% | 71.9%-37.5pp | 79.3%-44.9pp | 67.9%-33.5pp |
| Annual return | -16.54% | -23.82%+7.3pp | -14.98%-1.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $704 | $2,692-73.8% | $4,232-83.4% | $2,597-72.9% |
| Participant deferral / active EE | $1,228 | $4,148-70.4% | $5,601-78.1% | $4,028-69.5% |
| Admin fee / account holder | $18,276 | $6,583+177.6% | $10,328+77.0% | $5,404+238.2% |