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 | $27,706 | $72,404-61.7% | $110,243-74.9% | $64,173-56.8% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.7pp |
| Annual return | -7.52% | -6.29%-1.2pp | 314.76%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $903 | $3,469-74.0% | $4,672-80.7% | $3,470-74.0% |
| Admin fee / account holder | $3,324 | $5,664-41.3% | $8,548-61.1% | $4,887-32.0% |