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 | $37,200 | $72,177-48.5% | $115,037-67.7% | $59,633-37.6% |
| Participation rate | 56.8% | 72.6%-15.8pp | 81.4%-24.6pp | 68.7%-11.9pp |
| Annual return | -1.75% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,478 | $4,783-69.1% | $6,026-75.5% | $3,192-53.7% |
| Admin fee / account holder | $2,350 | $4,927-52.3% | $8,175-71.3% | $4,297-45.3% |