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 | $34,063 | $64,719-47.4% | $112,249-69.7% | $68,486-50.3% |
| Participation rate | 39.3% | 67.2%-27.9pp | 75.1%-35.8pp | 67.9%-28.6pp |
| Annual return | -11.97% | -11.40%-0.6pp | 27.48%-39.5pp | -7.85%-4.1pp |
| Employer contribution / active EE | $704 | $2,747-74.4% | $3,636-80.6% | $2,597-72.9% |
| Participant deferral / active EE | $987 | $3,565-72.3% | $4,729-79.1% | $4,028-75.5% |
| Admin fee / account holder | $7,303 | $5,232+39.6% | $6,412+13.9% | $5,404+35.1% |