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 | $18,771 | $85,790-78.1% | $67,313-72.1% | $135,379-86.1% |
| Participation rate | 56.3% | 76.5%-20.2pp | 69.1%-12.8pp | 82.6%-26.4pp |
| Annual return | -3.76% | -0.54%-3.2pp | -4.08%+0.3pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,647 | $3,487-52.8% | $2,566-35.8% | $4,779-65.5% |
| Participant deferral / active EE | $150 | $4,651-96.8% | $3,568-95.8% | $5,609-97.3% |
| Admin fee / account holder | $1,590 | $6,392-75.1% | $4,507-64.7% | $10,828-85.3% |