Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,796 | $48,235-69.3% | $68,803-78.5% | $68,490-78.4% |
| Participation rate | 30.0% | 60.7%-30.7pp | 69.0%-39.0pp | 67.9%-37.9pp |
| Annual return | -2.01% | -12.70%+10.7pp | -6.37%+4.4pp | -7.85%+5.8pp |
| Employer contribution / active EE | $516 | $1,829-71.8% | $2,656-80.6% | $2,597-80.1% |
| Participant deferral / active EE | $905 | $2,867-68.4% | $3,942-77.0% | $4,028-77.5% |
| Admin fee / account holder | $2,534 | $4,361-41.9% | $4,936-48.7% | $5,403-53.1% |