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 | $24,488 | $71,873-65.9% | $86,698-71.8% | $68,490-64.2% |
| Participation rate | 40.8% | 72.2%-31.4pp | 76.6%-35.7pp | 67.9%-27.1pp |
| Annual return | -18.37% | 3.54%-21.9pp | 35.96%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $870 | $2,173-60.0% | $2,837-69.3% | $2,597-66.5% |
| Participant deferral / active EE | $1,256 | $3,779-66.8% | $4,656-73.0% | $4,028-68.8% |
| Admin fee / account holder | $5,383 | $6,110-11.9% | $7,492-28.2% | $5,403-0.4% |