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 | $40,532 | $110,083-63.2% | $151,639-73.3% | $68,486-40.8% |
| Participation rate | 51.2% | 84.0%-32.8pp | 87.5%-36.3pp | 67.9%-16.7pp |
| Annual return | -16.07% | -10.12%-5.9pp | 3.34%-19.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,068 | $6,526-83.6% | $8,363-87.2% | $4,028-73.5% |
| Admin fee / account holder | $3,081 | $7,718-60.1% | $11,613-73.5% | $5,404-43.0% |