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 | $29,749 | $59,725-50.2% | $68,509-56.6% | - |
| Participation rate | 48.5% | 66.5%-18.1pp | 74.7%-26.2pp | - |
| Annual return | -0.46% | 51.05%-51.5pp | 8.27%-8.7pp | - |
| Employer contribution / active EE | $1,087 | $1,613-32.6% | $2,278-52.3% | - |
| Participant deferral / active EE | $1,784 | $2,426-26.5% | $3,382-47.2% | - |
| Admin fee / account holder | $2,780 | $8,564-67.5% | $5,275-47.3% | - |