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 | $7,309 | $32,037-77.2% | $69,182-89.4% | $62,881-88.4% |
| Participation rate | 21.3% | 43.4%-22.1pp | 55.1%-33.8pp | 69.3%-48.0pp |
| Annual return | 5.47% | 15.16%-9.7pp | -21.93%+27.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $270 | $1,185-77.3% | $1,897-85.8% | $3,203-91.6% |
| Admin fee / account holder | $468 | $2,608-82.0% | $2,697-82.6% | $4,296-89.1% |