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 | $41,489 | $43,344-4.3% | $59,899-30.7% | $64,173-35.3% |
| Participation rate | 50.8% | 69.2%-18.3pp | 74.7%-23.8pp | 69.6%-18.7pp |
| Annual return | 6.34% | -1.55%+7.9pp | 3.46%+2.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $503 | $2,547-80.3% | $3,402-85.2% | $3,470-85.5% |
| Admin fee / account holder | $715 | $3,008-76.2% | $3,592-80.1% | $4,887-85.4% |