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 | $35,389 | $52,519-32.6% | $155,789-77.3% | $59,633-40.7% |
| Participation rate | 38.9% | 61.7%-22.8pp | 76.1%-37.2pp | 68.7%-29.8pp |
| Annual return | -1.52% | 53.51%-55.0pp | 71.54%-73.1pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $354 | $1,589-77.7% | $3,839-90.8% | $2,203-83.9% |
| Participant deferral / active EE | $742 | $3,084-75.9% | $4,798-84.5% | $3,192-76.7% |
| Admin fee / account holder | $1,123 | $3,540-68.3% | $7,477-85.0% | $4,297-73.9% |