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 | $32,174 | $105,867-69.6% | $90,760-64.6% | $134,532-76.1% |
| Participation rate | 47.8% | 78.3%-30.4pp | 75.7%-27.9pp | 81.2%-33.4pp |
| Annual return | -18.80% | -10.99%-7.8pp | -12.16%-6.6pp | 418.27%-437.1pp |
| Employer contribution / active EE | $913 | $3,464-73.6% | $2,922-68.8% | $4,741-80.7% |
| Participant deferral / active EE | $1,245 | $5,217-76.1% | $4,565-72.7% | $6,401-80.6% |
| Admin fee / account holder | $3,933 | $13,936-71.8% | $8,444-53.4% | $11,429-65.6% |