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 | $38,338 | $71,873-46.7% | $86,698-55.8% | $68,490-44.0% |
| Participation rate | 63.5% | 72.2%-8.8pp | 76.6%-13.1pp | 67.9%-4.4pp |
| Annual return | -15.38% | 3.54%-18.9pp | 35.96%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,087 | $2,173-50.0% | $2,837-61.7% | $2,597-58.1% |
| Participant deferral / active EE | $1,193 | $3,779-68.4% | $4,656-74.4% | $4,028-70.4% |
| Admin fee / account holder | $3,047 | $6,110-50.1% | $7,492-59.3% | $5,403-43.6% |