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 | $33,640 | $55,449-39.3% | $83,830-59.9% | $56,287-40.2% |
| Participation rate | 19.2% | 68.0%-48.8pp | 76.1%-57.0pp | 69.9%-50.7pp |
| Annual return | -5.01% | -1.38%-3.6pp | 850.97%-856.0pp | -9.96%+5.0pp |
| Employer contribution / active EE | $513 | $2,430-78.9% | $3,631-85.9% | $2,111-75.7% |
| Participant deferral / active EE | $1,006 | $2,935-65.7% | $4,082-75.4% | $3,350-70.0% |
| Admin fee / account holder | $351 | $656-46.6% | $5,479-93.6% | $521-32.7% |