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 | $35,068 | $110,083-68.1% | $151,639-76.9% | $68,486-48.8% |
| Participation rate | 59.5% | 84.0%-24.4pp | 87.5%-28.0pp | 67.9%-8.4pp |
| Annual return | -18.04% | -10.12%-7.9pp | 3.34%-21.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,571 | $4,470-64.9% | $6,165-74.5% | $2,597-39.5% |
| Participant deferral / active EE | $2,757 | $6,526-57.8% | $8,363-67.0% | $4,028-31.5% |
| Admin fee / account holder | $3,633 | $7,718-52.9% | $11,613-68.7% | $5,404-32.8% |