Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,934 | $64,729-38.3% | $112,263-64.4% | $68,490-41.7% |
| Participation rate | 32.1% | 67.2%-35.0pp | 75.1%-42.9pp | 67.9%-35.8pp |
| Annual return | -17.75% | -11.40%-6.3pp | 27.49%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $901 | $2,746-67.2% | $3,636-75.2% | $2,597-65.3% |
| Participant deferral / active EE | $1,166 | $3,566-67.3% | $4,729-75.4% | $4,028-71.1% |
| Admin fee / account holder | $10,667 | $5,222+104.3% | $6,410+66.4% | $5,403+97.4% |