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 | $43,824 | $82,674-47.0% | $125,381-65.0% | $68,486-36.0% |
| Participation rate | 24.3% | 75.1%-50.7pp | 82.4%-58.1pp | 67.9%-43.6pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,063 | $3,382-68.6% | $4,815-77.9% | $2,597-59.1% |
| Participant deferral / active EE | $2,141 | $6,111-65.0% | $7,448-71.3% | $4,028-46.8% |
| Admin fee / account holder | $6,216 | $6,277-1.0% | $10,007-37.9% | $5,404+15.0% |