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 | $19,749 | $73,848-73.3% | $143,799-86.3% | $68,486-71.2% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -15.09% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $706 | $3,184-77.8% | $4,952-85.8% | $2,597-72.8% |
| Participant deferral / active EE | $908 | $3,385-73.2% | $5,638-83.9% | $4,028-77.4% |
| Admin fee / account holder | $8,085 | $5,755+40.5% | $14,677-44.9% | $5,404+49.6% |