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 | $16,635 | $85,790-80.6% | $67,313-75.3% | $135,380-87.7% |
| Participation rate | 52.9% | 76.5%-23.5pp | 69.1%-16.1pp | 82.6%-29.7pp |
| Annual return | -2.64% | -0.54%-2.1pp | -4.08%+1.4pp | 519.81%-522.4pp |
| Employer contribution / active EE | $838 | $3,487-76.0% | $2,566-67.3% | $4,779-82.5% |
| Participant deferral / active EE | $959 | $4,651-79.4% | $3,568-73.1% | $5,609-82.9% |
| Admin fee / account holder | $1,110 | $6,392-82.6% | $4,507-75.4% | $10,828-89.7% |