Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,648 | $48,235-61.3% | $68,803-72.9% | $68,490-72.8% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | -18.06% | -12.70%-5.4pp | -6.37%-11.7pp | -7.85%-10.2pp |
| Employer contribution / active EE | $360 | $1,829-80.3% | $2,656-86.4% | $2,597-86.1% |
| Participant deferral / active EE | $677 | $2,867-76.4% | $3,942-82.8% | $4,028-83.2% |
| Admin fee / account holder | $1,599 | $4,361-63.3% | $4,936-67.6% | $5,403-70.4% |