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 | $34,816 | $64,719-46.2% | $112,249-69.0% | $68,486-49.2% |
| Participation rate | 35.1% | 67.2%-32.1pp | 75.1%-40.0pp | 67.9%-32.8pp |
| Annual return | -15.06% | -11.40%-3.7pp | 27.48%-42.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $781 | $2,747-71.6% | $3,636-78.5% | $2,597-69.9% |
| Participant deferral / active EE | $1,151 | $3,565-67.7% | $4,729-75.7% | $4,028-71.4% |
| Admin fee / account holder | $1,850 | $5,232-64.6% | $6,412-71.1% | $5,404-65.8% |