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 | $38,133 | $59,819-36.3% | $79,583-52.1% | $68,490-44.3% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.5%-40.9pp | 67.9%-39.3pp |
| Annual return | -13.77% | -12.30%-1.5pp | 0.16%-13.9pp | -7.85%-5.9pp |
| Employer contribution / active EE | $479 | $1,505-68.2% | $2,414-80.1% | $2,597-81.5% |
| Participant deferral / active EE | $1,156 | $3,025-61.8% | $3,986-71.0% | $4,028-71.3% |
| Admin fee / account holder | $31,864 | $4,835+559.0% | $6,835+366.2% | $5,403+489.8% |