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 | $30,079 | $48,576-38.1% | $169,452-82.2% | $56,287-46.6% |
| Participation rate | 9.7% | 65.8%-56.1pp | 77.8%-68.1pp | 69.9%-60.1pp |
| Annual return | -5.64% | -2.51%-3.1pp | 1.83%-7.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $264 | $3,275-91.9% | $5,277-95.0% | $3,350-92.1% |
| Admin fee / account holder | $1,496 | $435+243.8% | $9,110-83.6% | $521+187.2% |