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 | $32,474 | $45,566-28.7% | $64,105-49.3% | $59,632-45.5% |
| Participation rate | 23.3% | 60.2%-36.8pp | 68.2%-44.8pp | 68.7%-45.3pp |
| Annual return | -1.29% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $332 | $934-64.4% | $1,820-81.7% | $2,203-84.9% |
| Participant deferral / active EE | $787 | $2,057-61.7% | $2,822-72.1% | $3,192-75.3% |
| Admin fee / account holder | $731 | $3,268-77.6% | $4,499-83.7% | $4,297-83.0% |