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 | $38,605 | $69,977-44.8% | $108,582-64.4% | $62,881-38.6% |
| Participation rate | 57.7% | 72.9%-15.2pp | 79.6%-21.9pp | 69.3%-11.6pp |
| Annual return | 6.98% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $360 | $3,165-88.6% | $4,311-91.6% | $3,203-88.8% |
| Admin fee / account holder | $2,328 | $5,076-54.1% | $7,645-69.5% | $4,296-45.8% |