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 | $50,487 | $50,947-0.9% | $74,549-32.3% | $64,173-21.3% |
| Participation rate | 56.0% | 61.1%-5.1pp | 69.1%-13.1pp | 69.6%-13.6pp |
| Annual return | -4.52% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $579 | $1,115-48.1% | $1,961-70.5% | $2,381-75.7% |
| Participant deferral / active EE | $761 | $2,302-67.0% | $3,108-75.5% | $3,470-78.1% |
| Admin fee / account holder | $383 | $4,221-90.9% | $5,059-92.4% | $4,887-92.2% |