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 | $36,589 | $39,162-6.6% | $100,671-63.7% | $59,633-38.6% |
| Participation rate | 54.8% | 55.9%-1.0pp | 70.7%-15.9pp | 68.7%-13.8pp |
| Annual return | -1.29% | 21.07%-22.4pp | 20.43%-21.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $691 | $1,992-65.3% | $3,144-78.0% | $3,192-78.3% |
| Admin fee / account holder | $2,335 | $2,969-21.4% | $4,850-51.9% | $4,297-45.7% |