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 | $14,031 | $73,863-81.0% | $143,797-90.2% | $68,490-79.5% |
| Participation rate | 22.1% | 66.7%-44.6pp | 80.3%-58.2pp | 67.9%-45.8pp |
| Annual return | -13.77% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $536 | $3,185-83.2% | $4,952-89.2% | $2,597-79.4% |
| Participant deferral / active EE | $482 | $3,385-85.8% | $5,638-91.5% | $4,028-88.0% |
| Admin fee / account holder | $7,111 | $5,756+23.5% | $14,679-51.6% | $5,403+31.6% |