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 | $43,456 | $61,660-29.5% | $80,022-45.7% | $64,173-32.3% |
| Participation rate | 14.1% | 71.7%-57.6pp | 75.8%-61.7pp | 69.6%-55.5pp |
| Annual return | -7.04% | -0.33%-6.7pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $298 | $2,968-90.0% | $3,686-91.9% | $3,470-91.4% |
| Admin fee / account holder | $1,190 | $5,417-78.0% | $6,521-81.7% | $4,887-75.6% |