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 | $46,257 | $72,177-35.9% | $115,037-59.8% | $59,633-22.4% |
| Participation rate | 35.4% | 72.6%-37.2pp | 81.4%-46.0pp | 68.7%-33.3pp |
| Annual return | -1.72% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $664 | $2,841-76.6% | $4,608-85.6% | $2,203-69.8% |
| Participant deferral / active EE | $1,527 | $4,783-68.1% | $6,026-74.7% | $3,192-52.1% |
| Admin fee / account holder | $6,314 | $4,927+28.2% | $8,175-22.8% | $4,297+46.9% |