Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,227 | $71,873-35.7% | $86,698-46.7% | $68,490-32.5% |
| Participation rate | 6.3% | 72.2%-65.9pp | 76.6%-70.2pp | 67.9%-61.5pp |
| Annual return | -17.80% | 3.54%-21.3pp | 35.96%-53.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $109 | $3,779-97.1% | $4,656-97.7% | $4,028-97.3% |
| Admin fee / account holder | $6,380 | $6,110+4.4% | $7,492-14.8% | $5,403+18.1% |