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 | $131,474 | $56,357+133.3% | $104,303+26.1% | $68,498+91.9% |
| Participation rate | 17.0% | 63.3%-46.3pp | 73.3%-56.3pp | 67.9%-50.9pp |
| Annual return | -13.01% | -9.19%-3.8pp | 24.61%-37.6pp | -7.84%-5.2pp |
| Employer contribution / active EE | $643 | $1,960-67.2% | $3,372-80.9% | $2,596-75.2% |
| Participant deferral / active EE | $722 | $3,077-76.6% | $4,625-84.4% | $4,027-82.1% |
| Admin fee / account holder | $522 | $4,903-89.4% | $7,340-92.9% | $5,403-90.3% |