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 | $52,084 | $72,404-28.1% | $110,243-52.8% | $64,173-18.8% |
| Participation rate | 47.6% | 73.3%-25.7pp | 79.8%-32.2pp | 69.6%-22.0pp |
| Annual return | 2.96% | -6.29%+9.2pp | 314.76%-311.8pp | 7.63%-4.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $527 | $3,469-84.8% | $4,672-88.7% | $3,470-84.8% |
| Admin fee / account holder | $5,809 | $5,664+2.6% | $8,548-32.0% | $4,887+18.9% |