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 | $44,264 | $82,674-46.5% | $125,363-64.7% | $68,495-35.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -19.32% | -5.97%-13.3pp | 572.15%-591.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $945 | $3,382-72.1% | $4,815-80.4% | $2,596-63.6% |
| Participant deferral / active EE | $1,803 | $6,111-70.5% | $7,447-75.8% | $4,028-55.2% |
| Admin fee / account holder | $1,313 | $6,276-79.1% | $10,005-86.9% | $5,403-75.7% |