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 | $36,440 | $65,453-44.3% | $86,698-58.0% | $66,938-45.6% |
| Participation rate | 28.6% | 75.5%-46.9pp | 76.6%-48.0pp | 69.8%-41.2pp |
| Annual return | -15.92% | -10.89%-5.0pp | 35.95%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,122 | $4,102-72.7% | $4,656-75.9% | $4,238-73.5% |
| Admin fee / account holder | $5,571 | $642+768.0% | $7,493-25.6% | $594+838.7% |