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 | $29,525 | $81,870-63.9% | $119,608-75.3% | $68,495-56.9% |
| Participation rate | 33.3% | 71.9%-38.6pp | 79.3%-45.9pp | 67.9%-34.6pp |
| Annual return | -16.85% | -23.82%+7.0pp | -14.98%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,530 | $4,148-63.1% | $5,601-72.7% | $4,028-62.0% |
| Admin fee / account holder | $915 | $6,583-86.1% | $10,326-91.1% | $5,403-83.1% |