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 | $38,930 | $50,947-23.6% | $74,551-47.8% | $64,173-39.3% |
| Participation rate | 40.4% | 61.1%-20.7pp | 69.1%-28.8pp | 69.6%-29.2pp |
| Annual return | -3.49% | -1.85%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $804 | $2,302-65.1% | $3,108-74.1% | $3,470-76.8% |
| Admin fee / account holder | $7,245 | $4,221+71.6% | $5,059+43.2% | $4,887+48.2% |