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 | $41,009 | $45,566-10.0% | $64,105-36.0% | $59,633-31.2% |
| Participation rate | 30.3% | 60.2%-29.9pp | 68.2%-37.9pp | 68.7%-38.4pp |
| Annual return | -2.32% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $150 | $934-83.9% | $1,820-91.8% | $2,203-93.2% |
| Participant deferral / active EE | $765 | $2,057-62.8% | $2,822-72.9% | $3,192-76.0% |
| Admin fee / account holder | $1,280 | $3,268-60.8% | $4,499-71.6% | $4,297-70.2% |