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 | $37,866 | $81,870-53.7% | $119,622-68.3% | $68,486-44.7% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.6pp | 67.9%-2.3pp |
| Annual return | -12.33% | -23.82%+11.5pp | -14.98%+2.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,014 | $2,692-62.3% | $4,232-76.0% | $2,597-60.9% |
| Participant deferral / active EE | $1,801 | $4,148-56.6% | $5,601-67.8% | $4,028-55.3% |
| Admin fee / account holder | $7,929 | $6,583+20.4% | $10,328-23.2% | $5,404+46.7% |