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 | $33,669 | $81,870-58.9% | $119,622-71.9% | $68,486-50.8% |
| Participation rate | 56.1% | 71.9%-15.8pp | 79.3%-23.2pp | 67.9%-11.8pp |
| Annual return | -13.58% | -23.82%+10.2pp | -14.98%+1.4pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,301 | $2,692-51.7% | $4,232-69.3% | $2,597-49.9% |
| Participant deferral / active EE | $1,514 | $4,148-63.5% | $5,601-73.0% | $4,028-62.4% |
| Admin fee / account holder | $13,086 | $6,583+98.8% | $10,328+26.7% | $5,404+142.2% |