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 | $35,703 | $46,689-23.5% | $117,498-69.6% | $68,495-47.9% |
| Participation rate | 9.0% | 56.8%-47.8pp | 70.6%-61.6pp | 67.9%-58.9pp |
| Annual return | -6.40% | -14.52%+8.1pp | 29.75%-36.1pp | -7.84%+1.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $441 | $2,637-83.3% | $4,071-89.2% | $4,028-89.0% |
| Admin fee / account holder | $62,344 | $4,021+1450.4% | $5,646+1004.2% | $5,403+1053.8% |