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 | $43,545 | $78,694-44.7% | $67,652-35.6% | $125,389-65.3% |
| Participation rate | 55.6% | 78.8%-23.2pp | 75.7%-20.1pp | 83.2%-27.6pp |
| Annual return | -1.85% | 9.46%-11.3pp | 6625.40%-6627.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $844 | $3,044-72.3% | $2,266-62.8% | $4,866-82.7% |
| Participant deferral / active EE | $1,040 | $4,292-75.8% | $3,560-70.8% | $5,352-80.6% |
| Admin fee / account holder | $6,525 | $7,403-11.9% | $4,821+35.3% | $9,541-31.6% |