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 | $33,511 | $71,878-53.4% | $86,698-61.3% | $68,486-51.1% |
| Participation rate | 57.7% | 72.2%-14.6pp | 76.6%-18.9pp | 67.9%-10.2pp |
| Annual return | -13.90% | 3.53%-17.4pp | 35.95%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $613 | $2,173-71.8% | $2,837-78.4% | $2,597-76.4% |
| Participant deferral / active EE | $1,373 | $3,779-63.7% | $4,656-70.5% | $4,028-65.9% |
| Admin fee / account holder | $2,278 | $6,113-62.7% | $7,493-69.6% | $5,404-57.8% |