Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,416 | $82,674-64.4% | $125,381-76.5% | $68,486-57.0% |
| Participation rate | 34.6% | 75.1%-40.4pp | 82.4%-47.8pp | 67.9%-33.3pp |
| Annual return | -16.19% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,160 | $3,382-65.7% | $4,815-75.9% | $2,597-55.3% |
| Participant deferral / active EE | $2,189 | $6,111-64.2% | $7,448-70.6% | $4,028-45.7% |
| Admin fee / account holder | $3,373 | $6,277-46.3% | $10,007-66.3% | $5,404-37.6% |