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 | $32,062 | $62,589-48.8% | $76,768-58.2% | $64,173-50.0% |
| Participation rate | 36.9% | 72.8%-35.9pp | 77.0%-40.1pp | 69.6%-32.7pp |
| Annual return | -6.38% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,300 | $3,145-58.6% | $3,852-66.2% | $3,470-62.5% |
| Admin fee / account holder | $6,428 | $4,667+37.7% | $6,675-3.7% | $4,887+31.5% |