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 | $77,647 | $45,438+70.9% | $80,004-2.9% | $59,633+30.2% |
| Participation rate | 17.7% | 63.7%-46.0pp | 73.0%-55.3pp | 68.7%-50.9pp |
| Annual return | -2.26% | 5.10%-7.4pp | 7.63%-9.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $283 | $1,236-77.1% | $2,473-88.5% | $2,203-87.1% |
| Participant deferral / active EE | $751 | $2,231-66.3% | $3,204-76.6% | $3,192-76.5% |
| Admin fee / account holder | $4,994 | $3,464+44.2% | $5,033-0.8% | $4,297+16.2% |