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 | $28,134 | $73,863-61.9% | $143,797-80.4% | $68,490-58.9% |
| Participation rate | 56.1% | 66.7%-10.6pp | 80.3%-24.3pp | 67.9%-11.8pp |
| Annual return | -16.10% | 0.91%-17.0pp | -0.04%-16.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,099 | $3,185-65.5% | $4,952-77.8% | $2,597-57.7% |
| Participant deferral / active EE | $625 | $3,385-81.5% | $5,638-88.9% | $4,028-84.5% |
| Admin fee / account holder | $2,928 | $5,756-49.1% | $14,679-80.1% | $5,403-45.8% |