Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,802 | $92,766-74.3% | $82,763-71.2% | $134,545-82.3% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.3pp | 81.2%-54.0pp |
| Annual return | -4.13% | 946.97%-951.1pp | 702.45%-706.6pp | 418.37%-422.5pp |
| Employer contribution / active EE | $648 | $3,273-80.2% | $3,008-78.5% | $4,742-86.3% |
| Participant deferral / active EE | $900 | $4,802-81.3% | $4,395-79.5% | $6,401-85.9% |
| Admin fee / account holder | $3,719 | $5,978-37.8% | $5,325-30.2% | $11,431-67.5% |