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 | $45,829 | $56,339-18.7% | $104,299-56.1% | $68,490-33.1% |
| Participation rate | 29.6% | 63.3%-33.6pp | 73.3%-43.6pp | 67.9%-38.3pp |
| Annual return | -18.58% | -9.19%-9.4pp | 24.62%-43.2pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $731 | $3,077-76.3% | $4,626-84.2% | $4,028-81.9% |
| Admin fee / account holder | $607 | $4,902-87.6% | $7,339-91.7% | $5,403-88.8% |