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 | $37,995 | $95,917-60.4% | $79,583-52.3% | $134,545-71.8% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | -18.84% | -2.70%-16.1pp | 0.16%-19.0pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $785 | $4,694-83.3% | $3,986-80.3% | $6,401-87.7% |
| Admin fee / account holder | $1,444 | $9,132-84.2% | $6,835-78.9% | $11,431-87.4% |