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 | $34,804 | $110,083-68.4% | $151,639-77.0% | $68,486-49.2% |
| Participation rate | 48.1% | 84.0%-35.8pp | 87.5%-39.3pp | 67.9%-19.7pp |
| Annual return | -16.98% | -10.12%-6.9pp | 3.34%-20.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,412 | $4,470-68.4% | $6,165-77.1% | $2,597-45.6% |
| Participant deferral / active EE | $1,706 | $6,526-73.9% | $8,363-79.6% | $4,028-57.6% |
| Admin fee / account holder | $1,421 | $7,718-81.6% | $11,613-87.8% | $5,404-73.7% |