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 | $41,335 | $57,352-27.9% | $83,831-50.7% | $64,173-35.6% |
| Participation rate | 42.5% | 68.6%-26.1pp | 76.1%-33.6pp | 69.6%-27.1pp |
| Annual return | -5.83% | 11.38%-17.2pp | 850.99%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $933 | $2,993-68.8% | $4,082-77.1% | $3,470-73.1% |
| Admin fee / account holder | $354 | $4,046-91.3% | $5,479-93.5% | $4,887-92.8% |