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 | $28,941 | $54,380-46.8% | $68,509-57.8% | $59,633-51.5% |
| Participation rate | 37.5% | 70.2%-32.7pp | 74.7%-37.2pp | 68.7%-31.2pp |
| Annual return | -1.88% | 2.83%-4.7pp | 8.27%-10.1pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $960 | $2,643-63.7% | $3,382-71.6% | $3,192-69.9% |
| Admin fee / account holder | $1,187 | $3,885-69.4% | $5,275-77.5% | $4,297-72.4% |