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 | $39,388 | $45,566-13.6% | $64,105-38.6% | $59,633-33.9% |
| Participation rate | 23.8% | 60.2%-36.4pp | 68.2%-44.4pp | 68.7%-44.9pp |
| Annual return | 0.17% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $696 | $2,057-66.2% | $2,822-75.3% | $3,192-78.2% |
| Admin fee / account holder | $915 | $3,268-72.0% | $4,499-79.7% | $4,297-78.7% |