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 | $12,661 | $53,546-76.4% | $69,890-81.9% | $68,490-81.5% |
| Participation rate | 54.2% | 64.5%-10.4pp | 70.5%-16.3pp | 67.9%-13.7pp |
| Annual return | -15.27% | -13.87%-1.4pp | 190.84%-206.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $720 | $2,019-64.3% | $2,560-71.9% | $2,597-72.3% |
| Participant deferral / active EE | $983 | $2,957-66.7% | $3,848-74.5% | $4,028-75.6% |
| Admin fee / account holder | $1,003 | $4,693-78.6% | $6,267-84.0% | $5,403-81.4% |