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 | $49,808 | $76,912-35.2% | $129,118-61.4% | $68,490-27.3% |
| Participation rate | 35.6% | 69.1%-33.5pp | 77.2%-41.6pp | 67.9%-32.3pp |
| Annual return | -13.75% | -9.78%-4.0pp | -10.94%-2.8pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,175 | $4,732-75.2% | $6,539-82.0% | $4,028-70.8% |
| Admin fee / account holder | $2,287 | $6,638-65.5% | $14,305-84.0% | $5,403-57.7% |