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 | $23,568 | $59,819-60.6% | $79,583-70.4% | $68,490-65.6% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.5%-38.5pp | 67.9%-36.9pp |
| Annual return | -18.28% | -12.30%-6.0pp | 0.16%-18.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $481 | $1,505-68.0% | $2,414-80.1% | $2,597-81.5% |
| Participant deferral / active EE | $1,145 | $3,025-62.2% | $3,986-71.3% | $4,028-71.6% |
| Admin fee / account holder | $314 | $4,835-93.5% | $6,835-95.4% | $5,403-94.2% |