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 | $28,514 | $64,716-55.9% | $112,258-74.6% | $68,495-58.4% |
| Participation rate | 32.1% | 67.2%-35.0pp | 75.1%-42.9pp | 67.9%-35.7pp |
| Annual return | -11.32% | -11.40%+0.1pp | 27.47%-38.8pp | -7.84%-3.5pp |
| Employer contribution / active EE | $831 | $2,746-69.7% | $3,636-77.1% | $2,596-68.0% |
| Participant deferral / active EE | $1,385 | $3,565-61.1% | $4,728-70.7% | $4,028-65.6% |
| Admin fee / account holder | $321 | $5,232-93.9% | $6,411-95.0% | $5,403-94.1% |