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 | $35,275 | $57,108-38.2% | $94,229-62.6% | $52,331-32.6% |
| Participation rate | 34.2% | 72.9%-38.7pp | 78.8%-44.6pp | 68.1%-33.9pp |
| Annual return | -1.02% | 1.47%-2.5pp | 10.68%-11.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $508 | $3,040-83.3% | $4,320-88.3% | $3,022-83.2% |
| Admin fee / account holder | $1,940 | $546+254.9% | $6,269-69.1% | $592+227.9% |