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 | $43,245 | $71,873-39.8% | $86,698-50.1% | $68,490-36.9% |
| Participation rate | 54.7% | 72.2%-17.5pp | 76.6%-21.9pp | 67.9%-13.2pp |
| Annual return | -17.02% | 3.54%-20.6pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $793 | $2,173-63.5% | $2,837-72.0% | $2,597-69.5% |
| Participant deferral / active EE | $1,352 | $3,779-64.2% | $4,656-71.0% | $4,028-66.4% |
| Admin fee / account holder | $5,554 | $6,110-9.1% | $7,492-25.9% | $5,403+2.8% |