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 | $35,121 | $50,947-31.1% | $74,551-52.9% | $64,173-45.3% |
| Participation rate | 23.3% | 61.1%-37.7pp | 69.1%-45.8pp | 69.6%-46.2pp |
| Annual return | -4.79% | -1.85%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $165 | $2,302-92.8% | $3,108-94.7% | $3,470-95.3% |
| Admin fee / account holder | $500 | $4,221-88.1% | $5,059-90.1% | $4,887-89.8% |