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 | $42,199 | $52,678-19.9% | $75,784-44.3% | $59,633-29.2% |
| Participation rate | 38.9% | 67.2%-28.3pp | 75.8%-36.9pp | 68.7%-29.8pp |
| Annual return | -1.03% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $4,775 | $2,193+117.7% | $3,323+43.7% | $2,203+116.8% |
| Participant deferral / active EE | $213 | $2,591-91.8% | $3,652-94.2% | $3,192-93.3% |
| Admin fee / account holder | $4,010 | $3,610+11.1% | $5,300-24.3% | $4,297-6.7% |