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 | $45,550 | $78,694-42.1% | $67,652-32.7% | $125,389-63.7% |
| Participation rate | 43.5% | 78.8%-35.3pp | 75.7%-32.2pp | 83.2%-39.7pp |
| Annual return | -1.25% | 9.46%-10.7pp | 6625.40%-6626.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $810 | $3,044-73.4% | $2,266-64.3% | $4,866-83.4% |
| Participant deferral / active EE | $1,219 | $4,292-71.6% | $3,560-65.8% | $5,352-77.2% |
| Admin fee / account holder | $1,366 | $7,403-81.6% | $4,821-71.7% | $9,541-85.7% |