Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,616 | $54,162-45.3% | $68,612-56.8% | $64,173-53.9% |
| Participation rate | 19.1% | 68.1%-48.9pp | 72.2%-53.1pp | 69.6%-50.4pp |
| Annual return | -4.41% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $383 | $1,846-79.2% | $2,625-85.4% | $2,381-83.9% |
| Participant deferral / active EE | $507 | $2,626-80.7% | $3,311-84.7% | $3,470-85.4% |
| Admin fee / account holder | $23,024 | $4,029+471.5% | $5,131+348.7% | $4,887+371.1% |