Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,824 | $73,848-85.3% | $143,799-92.5% | $68,486-84.2% |
| Participation rate | 64.0% | 66.7%-2.7pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -18.82% | 0.91%-19.7pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $404 | $3,184-87.3% | $4,952-91.8% | $2,597-84.4% |
| Participant deferral / active EE | $467 | $3,385-86.2% | $5,638-91.7% | $4,028-88.4% |
| Admin fee / account holder | $943 | $5,755-83.6% | $14,677-93.6% | $5,404-82.6% |