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 | $38,079 | $92,219-58.7% | $76,766-50.4% | $135,382-71.9% |
| Participation rate | 56.3% | 79.8%-23.5pp | 77.0%-20.7pp | 82.6%-26.4pp |
| Annual return | -0.27% | 5.46%-5.7pp | 2.43%-2.7pp | 519.77%-520.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $957 | $4,508-78.8% | $3,851-75.2% | $5,609-82.9% |
| Admin fee / account holder | $7,553 | $10,749-29.7% | $6,675+13.2% | $10,829-30.2% |