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 | $46,430 | $92,219-49.7% | $76,767-39.5% | $135,380-65.7% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -0.43% | 5.46%-5.9pp | 2.43%-2.9pp | 519.81%-520.2pp |
| Employer contribution / active EE | $931 | $3,216-71.0% | $2,485-62.5% | $4,779-80.5% |
| Participant deferral / active EE | $1,190 | $4,508-73.6% | $3,852-69.1% | $5,609-78.8% |
| Admin fee / account holder | $8,817 | $10,749-18.0% | $6,675+32.1% | $10,828-18.6% |