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 | $53,276 | $71,878-25.9% | $86,698-38.5% | $68,486-22.2% |
| Participation rate | 28.9% | 72.2%-43.3pp | 76.6%-47.6pp | 67.9%-38.9pp |
| Annual return | -11.05% | 3.53%-14.6pp | 35.95%-47.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,232 | $3,779-67.4% | $4,656-73.6% | $4,028-69.4% |
| Admin fee / account holder | $2,075 | $6,113-66.1% | $7,493-72.3% | $5,404-61.6% |