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 | $31,370 | $82,028-61.8% | $123,105-74.5% | $59,633-47.4% |
| Participation rate | 38.0% | 83.2%-45.2pp | 86.8%-48.8pp | 68.7%-30.7pp |
| Annual return | -0.73% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,734 | $4,667-62.9% | $6,229-72.2% | $3,192-45.7% |
| Admin fee / account holder | $11,964 | $5,879+103.5% | $9,014+32.7% | $4,297+178.4% |