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 | $34,093 | $72,388-52.9% | $111,392-69.4% | $64,173-46.9% |
| Participation rate | 47.6% | 70.5%-22.9pp | 78.9%-31.2pp | 69.6%-22.0pp |
| Annual return | -3.33% | -1.50%-1.8pp | -2.06%-1.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,344 | $4,241-68.3% | $5,567-75.8% | $3,470-61.3% |
| Admin fee / account holder | $17,692 | $5,719+209.3% | $12,266+44.2% | $4,887+262.0% |