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 | $44,566 | $70,002-36.3% | $115,038-61.3% | $52,331-14.8% |
| Participation rate | 28.6% | 72.1%-43.5pp | 81.4%-52.8pp | 68.1%-39.5pp |
| Annual return | -1.28% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,267 | $4,920-74.2% | $6,026-79.0% | $3,022-58.1% |
| Admin fee / account holder | $1,017 | $566+79.7% | $8,175-87.6% | $592+71.9% |